Retirement tax questions

The 1099-R does only reports a distribution.  What you did with the money is something that you must report yourself.  If you converted that money to a Roth then when entering the 1099-R, you answer the interview question that you moved it to another retirement account and converted it to a Roth,

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**