I am in a very similar situation to the last, most recent person who replied to this thread. I have a pension from my last company that was put in a traditional IRA and then converted to a Roth IRA. When my last company paid me out for my pension, on the 1099-R forum they have the pension money they gave me listed as a gross distribution and a taxable amount (boxes 1 and 2a are filled out). They also checked off total distribution. I also did a backdoor of $6K by putting it in my traditional and then converting to a Roth IRA. The 1099-R forum from my brokerage institution lists the $6K + the amount my last company paid me out for my pension. Sections 1 and 2a are filled out with the total amount of $6K + the amount my last company paid me out for my pension. They checked off total distribution and taxable amount not determined. Do I put in both the 1099-R from the brokerage as well as the institution that paid the pension money to me? I just want to make sure it's not double counting the pension amount that was rolled over since both forums have that pension $$ listed under taxable amount. Once I added the second 1099-R from my last company that paid out my pension instead of just listing the brokerage 1099-R the amount I owed in taxes went up substantially.
