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Deductions & credits
Thank you for your response,
For this rollover I received two 1099-R forms. It appears that one is for the amount that I was taxed and the other is the amount that rolled over to my Roth IRA.
For the amount that I was taxed out:
Box 1 and 2a both show the same amount. and the distribution code in Box 7 contains: 1
Here I see that one I have entered all this information I needed to identify that this went to a Roth account. It is unclear if, in box 7, I should choose 1 type B (designated Roth Account Distribution), H (Direct Rollover of a designated Roth), Q (Qualified Roth IRA distribution ) or another option offered.
For the amount that rolled over:
Box 1 and 2a also show the same amounts and the distribution code in box 7 is : G.
I also see that I have a secondary drop box here also and am unsure option (similar to that listed above) would be appropriate to ensure my 1099-R is received accurately.