In February 2023, I rolled my former employer 401k to my IRA. My portion of the 401k was a ROTH 401K but the employer matching portion was traditional 401K. Upon my request to convert the traditional portion to Roth, the receiving IRA company did the conversion upon receipt of the funds.
In early 2024, the 401K distribution company issued me 2 1099Rs one for traditional and one for Roth. The IRA entity only issued me a 5498 showing the ROTH IRA conversion amount. The receiving IRA entity states they will not be issuing a 1099R for the conversion. How am I supposed to get the conversion input into Turbo Tax since it is taxable? Is the IRA entity supposed to issue a 1099R?
