"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."
Make sure when you enter this pension 1099R in that during the interview-like questions you answer "No" when it asked if you rolled or converted this to a Roth IRA (I forget which wording it uses regarding the Roth). The pension company 1099R is simply the distribution from them to the traditional IRA institution and that distribution transaction is not taxable(it is not the transaction where the money is taxable). This is where I previously caused myself problems and made Turbotax think the money was taxable when it was not.
The other 1099R where the money was actually converted from a traditional IRA to a Roth IRA is where the money becomes taxable. Do make sure you see that taxable amount in 1040 preview line 4b, but not in 5b after you enter the two 1099R forms.
