log on the site (primary/secondary) where the DP resides. Look for ~Processing package entries in the log and identify the package processing thread for the package ID in question. First, review DistMgr. Learn how to read your 1099-R after a Roth conversion, calculate your taxable amount using the pro-rata rule, and correctly report everything on Forms 8606 and 1040. When you convert funds from a Traditional, SEP, or SIMPLE IRA to a Roth IRA, your custodian reports the transaction on Form 1099-R. The IRS instructions for box 9a say that the percentage is to be entered if the distribution is a total distribution made to more than one person. In this case, the distribution to you was not a total distribution and the payer should have left box 9a blank or it did constitute a total distribution. First, review DistMgr. The most common reasons are listed below: The form was never entered into the TaxAct ® program and the. Tax reporting season is around the corner, and now is the time when many financial organizations audit their year-end IRA reporting data to catch and correct errors before tax documents are printed and mailed out.