Backdoor Roth--no 1099R

[PharmMom2]

My husband and I both contributed $7000 to a traditional IRA and immediately converted to a roth IRA.  In reviewing how to enter this in turbo tax, it says we should have a 1099R, which we did not recieve.  Help!

[MindyB]

Yes, you should have received a 1099-R, unless you made the contribution in 2025 and designated it for 2024, then made the conversion also in 2025.

Most brokerages will provide the 1099-R via your online account.  I recommend checking there, and the next step is reaching out to your brokerage.

If you made the contribution/conversion in 2025, you'll only report the contribution.  Next year, you'll report the conversion on the 2025 tax return.

[PharmMom2]

Thanks!! Contribution was made in 2024 for 2024.  I will reach out to our broker.