You should receive a 2024 Form 1099-R for the conversion if you converted the funds in 2024. Did they give you a reason why they don't issue a 1099-R? You should check with them again.
1099-R instructions state:
"Reporting Roth IRA conversions. You must report a traditional, SEP, or SIMPLE IRA distribution that you know is converted this year to a Roth IRA in boxes 1 and 2a (checking box 2b “Taxable amount not determined” unless otherwise directed elsewhere in these instructions), even if the conversion is a trustee-to-trustee transfer or is with the same trustee. Enter Code 2 or 7 in box 7 depending on the participant's age."
If you cannot get Form 1099-R then you can enter a substitute Form 1099-R yourself:
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R”
- Click "Continue" and enter the information for your 1099-R (make sure you check the IRA/SEP/SIMPLE box)
- On the "Do any of these situations apply to you?" screen select "I need to file a substitute 1099-R"
- Answer questions until you get to “Tell us if you moved the money through a rollover or conversion” and choose “I converted some or all of it to a Roth IRA”
- On the "Review your 1099-R info" screen click "Continue"
- Answer "Yes" to "Any nondeductible Contributions to your IRA?" if you had any nondeductible contributions in prior years.
- Answer the questions about the basis from line 14 of your 2023 Form 8606 and the value of all traditional, SEP, and SIMPLE IRAs
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