What tax forms should I expect for Roth conversions/recharacterization

[Guest nsalyer]

I had 3 mutual funds in a traditional IRA all of which I converted to a Roth IRA in 1998. Later in 1998 I recharacterized all 3 back to the traditional IRA. In December 1998 I transferred the IRA to another mutual fund company and converted it (again) to a Roth IRA. I have gotten 6 1099-R forms from the first company, 3 for the conversions(dist code 2), and 3 for the recharacterizations(dist code G). But other than a form 5498 showing the value of the conversion, and the end-of-year value of the Roth, I have received nothing from the second company (which has my IRA now). Should that company send me a 1099-R showing the second conversion? Thanks for any help.

[BPickerCPA]

The company that GETS the conversion does not send you a 1099R. You get the 1099R from the company that held the traditional IRA.

[Kathy]

It does sound like you are missing some 1099-R forms if you only have 3 showing the first conversion and 3 showing the recharacterization. The transfer of the traditional to the new company will generate no tax reporting. However, the conversion from the transferred traditional to the new Roth should generate another 1099-R. Is it possible that the transfer occurred so late in the year that they were not able to actually accomplish the "reconversion" in 1998? I would call them to verify they understood all of your instructions to them and that they were able to accomplish it in a timely manner.