Thank you for your reply.
We just realized Vanguard sent my husband 2 X 1099R, one for $5361 (item 7 distribution code is J,P) and one for $2,695 (item 7 distribution code is 8,J). Vanguard moved the money back to his brokerage account. He didn't take any money out from the Roth or brokerage accounts. Both 1099R item 2a show 0 amount.
He just sent an email to Vanguard and asked what years are the 1099R for? If those are for two different tax years item 2a show 0. Do we need to amend them?
