dmertz
Level 15

Retirement tax questions

Apparently the traditional IRA custodian thought that you were trustee-to-trustee transferring to another traditional IRA.  However, what you did is a Roth conversion, not a trustee-to-trustee transfer between IRAs of the same type.  It's not clear whether the Roth IRA custodian thought you were trustee-to-trustee transferring from another Roth IRA or if they will be showing on Form 5498 receipt of a Roth conversion contribution.

 

Had this all been done properly, the traditional IRA custodian would have issued a code 1 (if you were under age 59½) or code 7 (over age 59½) Form 1099-R.  Unless you can get the traditional IRA custodian to correct their records as to the type of transaction and issue a Form 1099-R, you'll need to submit a substitute Form 1099-R with the amount in boxes 1 and 2a, box 2b taxable amount not determined marked, code 1 or code 7 in box 7 depending on your age and the IRA/SEP/SIMPLE box marked.