I cannot get a hold of iTrust capital. There is no phone customer support. They say they have no forms for me. My assumption of what happened: Fidelity did a rollover IRA to iTrust capital for which they gave me a 1099-R. It went directly into a Roth IRA at iTrust capital. iTrust capital did not provide me with a 1099-R. I assume the conversion from a traditional IRA to a Roth IRA happened at the receiving company, iTrust capital? Does that sound right? So, what is my best course of action to make sure that I am taxed appropriately? I assume I should enter 2 in box 7 because it is a Roth IRA conversion. Also, I put the full amount in the 'taxable income' box so that it will bet taxed appropriately. How does all this sound?
