My new employer's plan supports after-tax contributions, which are auto-coverted by Vanguard into a Roth 401K. Twice last year I rolled over the Roth 401k to my Roth IRA as a mega backdoor Roth. The first, in July, was 15,707.76, and the second, in December was 14,380.80, totaling 30,088.56.
Vanguard issued me two 1099-Rs for 2021. The differences are:
First 1099-R:
Gross distribution: $ 30,088.56 <-- The amount I actually rolled over
Taxable Amount: $0
Distribution code: H
Account number: xxxxxxxxxxxx...98
Second 1099-R:
Gross distribution: $28,750.00 <--- No idea where this number came from
Taxable amount: $0.07 <-- Possibly earned while Vanguard was performing the auto-conversion?
Distribution code: G <-- Both G and H say they're direct rollovers to qualified plans...?
Account number: xxxxxxxxxxxx...97 <--- One digit off from the first account number
When I enter both 1099-R's, my tax owed doesn't change (yay), but the Summary says I received $58,839 in total pension distributions, which obviously isn't correct. Neither form says it's corrected or anything, so why the two forms with the 2 different codes? The 30,088.56 is the correct amount that was rolled over from the Roth 401K to the Roth IRA.
