lehuanani
New Member

Retirement tax questions

Thank you both for the clarification info. The IRA was transferred from Bank A as a Traditional, and converted by Bank B into a Roth.  Final solution - The Roth-converting bank should have generated a 1099-R, which for some reason it failed to do. I'm reaching out to Bank B for the 1099-R, and will fill in my own substitute if I can't get that official document in time. Thank you!