I converted my IRA annuity (3 year contract for interest guarantee was up for renewal) when renewing my 3 year guarantee contract to a Roth IRA Annuity. I did not a receive a 1099R and was told by the company issuing the annuity contract that I did not need one. I think I do need one but they insisted that I didn't. I'm not sure what to do.
Any ideas or steps I should take? Is the annuity issuer correct that I don't need a 1099R or do I just file including the amount converted without a 1099R?
