Hi , I have the same problem here on the last minute for filing this year. My personal broker told me to move my 401 k (I made before and after tax 401k contribution) to two IRA accounts and then open Roth Contributory account to put the after Tax 401k portion. Now I got a 1099-R from the personal Broker for the 401k to IRA then to ROTH contributry account. The 1099-R box2 show taxable amount. Box 7 coed is 2 and IRA/SEP/Simple box is checked. I could not figure out how to file tax now. My 401 K management company also sent out 1099-R for my 401k roll out and there is no taxable amount on box 2a and the after TAX portion is shown up on box 5.
Not sure what to do ? I think my broker may make a mistake to do the 2-step Roth conversion for me .
Thanks for the help/advise in advance.
