@rfritz48 , you said that the Form 1099-R will not be issued until after tax season, so I assumed that the conversion was in 2022. The 2021 Form 1099-R was required to be issued by January 31, 2022, so contact the IRA custodian to obtain the missing form if you do not yet have it.
It's Form 5498 that is not required to be issued until May 15, 2022. You do not need this form to prepare your tax return. You can get your year-end balance from your year-end account statement.
Because you have pre-tax money in traditional IRAs, your Roth conversion will be partially or mostly taxable with only some of your basis in nondeductible traditional IRA contributions being applied to the conversion on Form 8606. The rest of your basis will remain with your traditional IRAs to be applied against future distributions. You'll always have some basis remaining in your traditional IRAs until all funds have been distributed from your traditional IRAs.
