DanaB27
Expert Alumni

Get your taxes done using TurboTax

It seems they correctly reported your conversion.

 

Instructions for Form 1099-R state: "You must report a traditional, SEP, or SIMPLE IRA distribution that you know is converted this year to a Roth IRA in boxes 1 and 2a (checking box 2b “Taxable amount not determined” unless otherwise directed elsewhere in these instructions), even if the conversion is a trustee-to-trustee transfer or is with the same trustee. Enter Code 2 or 7 in box 7 depending on the participant's age."

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