Retirement tax questions

It seems a second Form 1099-R should have been received when the traditional was converted to a Roth after the rollover. You should be sure the traditional IRA was converted to a Roth IRA after the rollover to confirm they followed your direction.

Next, change the code to a 2 (known exception to penalty) and then answer the Roth question. This will tax the distribution correctly as it should. Keep your records of the Roth even if you need to print from your online account. See the screen image below.