Thank you for the response; it is appreciated.
I have tried what you suggested.
However, by selecting Substitute 1099-R I am required to attest that the original 1099-R I received from Fidelity was incorrect, and that they have refused to provide me a corrected 1099-R, and to also provide to the IRS the communications I had with them to obtain a corrected form; all of which is not true. I don't believe that the 1099-R they provided is incorrect, as Box 1 accurately showed the gross distribution, and Box 5 accurately showed the return of after-tax amount that was rolled into the Roth IRA.
It seems to me, based on what I can tell, the problem may be with TT. Since the 1099-R Additional Distribution Information worksheet provides for this distinction on line B6 to show only part of the distribution rolled to Roth IRA, and by manually unchecking Line B5 and filling in the after-tax rollover amount on Line B6, then TT correctly calculates things.
So it seems to the problem is with TT, either in not asking questions in the step-by-step, about whether the entire amount was rolled into a Roth IRA vs. the entire amount; or by incorrectly transferring info to the worksheet by automatically assuming the entire amount was converted by checking Line B5 hence making it all taxable.
I'm very hesitant to provide a substitute 1099-R when I cannot attest that the one I received was wrong, nor Fidelity's refusal to correct it.
Thoughts?
