If you are going to use a substitute then enter the amount of the conversion (from the letter they sent) in box 1 AND box 2a, check the "taxable amount not determined" box 2b, check the IRA/SEP/SIMPLE box and use a code 7 (if you are over age 59 1/2) in box 7, or a code 1 if under (there will be no early distribution tax on a Roth conversion anyway).
Say when the interview asks that you moved the money to another retirement account and then that the entire amount was converted to a Roth IRA.
Enter an explanation statement why you are using a substitute 1099-R and the steps you took to get a 1099-R an the company refusal.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
