Thanks for that info. Follow up questions for entering each of these 1099-R forms.
For the First 1099R (From Public pension plan/Custodian, regarding the withdrawal/distribution)
1) For the question, "Did you move the money to a Roth IRA? For rollovers to other types of retirement accounts (such as a traditional IRA), just answer No." I would answer "No", right? Because the money was directly rolled over to a rollover/traditional IRA account. And although I ultimately did do a conversion to a Roth IRA, that was as a last step and a separate/final transaction. Please correct me if I misinterpreted this. I noticed that when I put "yes" to this question my tax liability goes up significantly, so this also adds to my belief that the answer is to put "no", but I could be wrong.
For the Second 1099R (from Fidelity, regarding the Rollover/Conversion)
2) For the question, "Tell us if you moved the money through a rollover or conversion. We need to check if you moved any of this money into another retirement account (or returned it to the same account). In some cases, this can lower your tax liability." [Choose from one of the following:]
*a) I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)
*b) I converted some or all of it to a Roth IRA
*c) I did a combination of rolling over and converting some or all of this money
*d) I didn't rollover or convert this money
This question confused me because technically I did both steps a) and b) throughout this whole process. First, I did step "a", which was a direct rollover (within less than 60 days) of the funds from my pension plan into my Fidelity rollover/Traditional IRA account, and then my final step, "b", was doing a Roth conversion of that full amount. So, would I choose choice "a" or "b"? I assumed choice "b" since the conversion to a Roth IRA was a final step and step "a" was the prior step. I tried both choices a) and b) and apparently they didn't change my tax liability, but regardless I want to choose the correct option just incase and to prevent any errors on my taxes.
I appreciate the help!
