These are both 2023 1099-R.
1099-R #1
$6000 in 1 (gross distribution), 2a (taxable amount), and 16 (state distribution)
2b taxable amount not determined = x
7 distribution code = 2
IRA/SEP/SIMPLE = X
1099-R #2
$6500 in 1 (gross distribution), 2a (taxable amount)
2b taxable amount not determined = x
7 distribution code = 2
IRA/SEP/SIMPLE = X
1099-R seems clear but the 5498 only showing certain lines is confusing and I'm not sure how much went to IRA and then to Roth IRA. What do I put in turbo tax question "Amount converted to a Roth IRA account"
