I need help filling out a form (unknown name). I made a mistake 2025, out money in traditional ira transferred to Roth, no 1099 form. Told I need to self report. How?

Forum|Forum|3 months ago
April 9, 2026
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TurboTax Online

Opus 17

Level 15

The custodian of the traditional IRA must issue a 1099-R. Contact them and ask, it may be online.

If they really don't have one you need to fill out a substitute 1099-R/W-2 form 5852. You have to file by mail with this form, it can't be e-filed, and it will delay any refund. Be 100% certain the IRA custodian did not issue a 1099-R.

https://ttlc.intuit.com/turbotax-support/en-us/help-article/small-business-processes/file-substitute-w-2-using-form-4852/L9vHnPQyM_US_en_US?uid=lti0705d

I need help filling out a form (unknown name). I made a mistake 2025, out money in traditional ira transferred to Roth, no 1099 form. Told I need to self report. How?

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