OK, I followed those steps and it did lead me to TT interview questions about rollovers and Roth conversions, so I think that solved the problem. One last question...after I do this and I check the 1040 form, I see the sum of the 2 1099-R's listed on Line 5a Pensions and Annuities and the Line 5b Taxable Amount is 0.0. Is that what I should expect to see?
