slenderloris
Returning Member

Get your taxes done using TurboTax

Thank you so much for the reply.

 

Oddly my 4th 1099-R box 1 and 2a are the same but 2b "taxable amount not determined" is checked. Box 4 has the taxes withheld amount and box 7 is code 2 with the IRA/SEP/SIMPLE checked. I was confused if this was the Roth Conversion but looking through my financial institution's documents, they list the Roth Converted amount as 1/2a minus box 4 so it's got to be the conversion.