Retirement tax questions

Thanks Linda. To answer your question there are no other codes in the 1099R. You are right the rollovers are not taxed. So all is good in that front.

The section "IRA, 401(k), Pension Plan Withdrawals (1099-R)" in Turbo Tax counts both the 1099R and hence doubles that roll over. But maybe that doesn't matter as it is probably counting both the 1099R as 2 rollover transactions as Only one of them was to the ROTH IRA and is not taxable so it should be fine.

Thanks for your help with this.