I had a traditional IRA at a large bank that contained an annuity policy. I converted it to a ROTH mid year 2019. The insurance company that held the policy sent me a letter telling me the value of the conversion that would be reported to the IRS. Neither the bank holding the IRA (now ROTH) account with the policy, nor the insurance company would send me a 1099R for the conversion. They said the policy was kept intact (not liquidated) and therefore would not generate a 1099R. I owe taxes on this conversion, but I can find a way to get it into TurboTax (CD version). Whenever I try to open a form 8606 to report the conversion, TurboTax insists on linking it to a 1099R, which I do not have. I only have a letter telling me the amount "reported to the IRS." Can anyone help?
Thanks............ Tom A
