Hello, would I check the IRA/SEP/SIMPLE Box for both 1099Rs? Per below, I did not check the box for the 1099R for the rollover of 401K to a Rollover IRA, but I checked the box for the 1099R for the Rollover IRA to Roth IRA with code 7 as normal distribution.
" 1st 1099R (rollover of 401K to a Rollover IRA) - box 1 = $100,000 (full rollover out of the 401K to the IRA); box 2a = 0 (as non taxable); box 2b "taxable amount not determined" checked; box 7 = code "G"; IRA/SEP/SIMPLE not checked.
- 2nd 1099R (from Rollover IRA to Roth IRA) - box 1 = $20,000 (partial conversion); box 2a = $20,000; box 2b not checked; box 7 = "7" (normal distribution as I am over 59 1/2); IRA/SEP/SIMPLE box checked (since this would be an IRA distribution to Roth."
