Thank you. This is very helpful.
If I can explain my situation more in details. I actually did 2 Roth conversion last year.
One was from my TIAA 401K account for the $16K. I rollover over this money to Fidelity rollover IRA account, the converted this money to Fidelity Roth IRA account. For this one, I received a Form 5498 (IRA contribution information) and Form 1099-R.
The other one was that I did Roth conversion of my Fidelity 401K account money $48K. Basically converted this monty to Fidelity Roth IRA account. For this one, I only received a Form 5498 which shows the rollover contribution of $48K. But I didn't receive a form 1099-R. Why I didn't receive Form 1099-R for this Roth conversion? How should I file tax for Roth conversion of $48K if I don't have 1099-R form. In Turbotax, seems I need the 1099-R to file the Roth conversion.
Also, what does it mean we only pay marginal rate for Roth conversion? Thank you.
