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2 1099-R's for Roth rollover/contribution
I read through some of the other questions but they seem like different scenarios. In 2019 I thought I was doing catch up pre-tax 401k contributions. It turned out they were after tax 401k contributions. In 2020 I needed the money with covid so I did a rollover to a roth IRA and a withdrawal through my employer. Got a 1099-R for the rollover and one for the distribution. Taxable amounts are very small, however in my summary income under pension it is adding the 2 together which doesn't seem right since I have 1 distribution for half that amount. not sure what I am doing wrong.
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March 17, 2021
4:28 PM