I received 4 1099 R's: one for my retirement pension distribution, one for a recharacterization of my IRA - from Roth IRA to Traditional IRA (code N), one for early distribution from my Roth IRA (code J), and another for early distribution - withdrawn from my Traditional IRA and converted into my Roth IRA (code 2). This one also includes a taxable amount in box 2a - the same amount as is in box 1: gross distribution.
My question is: Why do I have to include all of these as income on my tax return? The only one I have received money/distribution is the first one - my retirement pension. It seems like I am being penalized - like this is showing as additional income, when I haven't taken any distributions yet. And why would I have a taxable amount on the last one?
