You should not report an IRA Rollover without a Form 1099-R. There is information reported on the form, that you may not have in order to properly report your distribution and rollover. If you have not received your 1099-R, it is still early. You may be able to access your 1099-R by logging in to your online account with the old plan administrator.
If this was the movement of an IRA, it could have been done by nonreportable trustee-to-trustee transfer, the equivalent of just changing investments in your IRA. A trustee-to-trustee transfer of an IRA is neither a distribution nor a rollover.
However, if this was a rollover from an employer plan like a 401(k) to an IRA, the plan is required to issue a From 1099-R that you must report on your tax return, even if the rollover is not taxable.
I had an IRA that was invested into a mutual fund account with a brokerage service within my bank, for a short period of time (2 months) then put back into an IRA. I have only received a document named "Rollover IRA account summary". It shows deposit, withdrawal, termination fee. How do I report this? Am I supposed to? What kind of document am I suppose to have and from who?
Yes, you should report this and you should have received a Form 1099-R from the original holder of the account. You will need to contact them and get the 1099-R.
DavidD66 and dmertz are correct that in some cases, you would not get a 1099-R, but if you received the distribution and kept it outside an IRA, for a period of time, a 1099-R is required.
When you get your 1099-R, here is how to report it:
That will show the distribution on your return, but it will not be added to your taxable income.
TY 2024, Spoke with TP, who had a Tradition to ROTH of about $2000. She spoke to her financial inst and they said they will not be sending out a 1099 because it was not reported to the IRA.
TP wants to report the transaction/rollover. Now in 2025, is this still a valid want to enter the transaction with out the actual paper (1099).
What if the financial institution tells TP they will not be issuing a 1099 because it is not reported?
A Traditional IRA conversion to a ROTH IRA is taxable and you need a 1099R for it. A conversion is not a rollover. You might not get a 1099R for a rollover if it was a direct rollover. Maybe the financial institution didn’t know it was a conversion. @dmertz
"they said they will not be sending out a 1099 because it was not reported to the IRA."
That statement makes no sense.
If whenever funds are moved from a traditional account to a Roth account, they are required to issue a Form 1099-R unless the amount is less that $10. As VolvoGirl suggests, the financial institution holding the traditional IRA might have believed that they were doing a nonreportable trustee-to-trustee transfer of the traditional IRA to another traditional IRA, but somehow the funds got impermissibly diverted to a Roth IRA (or the financial institution holding the traditional IRA simply misdirected the funds).