The first 1099 from my company that paid out my pension does show a taxable amount the same amount as my brokerage account 1099 is showing as taxable. I had told that company that paid out my pension I would put it in a Roth IRA and they wrote it as a check to me. However, when I took the check to my brokerage account, they said they couldn't directly put it in a Roth IRA. It had to go into traditional IRA first and then Roth IRA. I think that's why they both show as taxable amounts. Should I still follow the same steps you mentioned?
