Get your taxes done using TurboTax

To clarify your question.

  • Did you already file your taxes?
    • Are you just working on them?  Filed them; No rejection yet after changing amounts.
    • Did you file them and get rejected?  Twice before.
  • You have two 1099-R's
    • Are they for identical amounts?  The Taxable amounts are identical but the Federal tax amounts withheld are different.
    • One is for a conversion? Yes
    • One is for a withdrawal? Yes
    • Are the codes in Box 7 Different? No
  • Was this an IRA to be converted to a ROTH?