Thank you so much! I think some of my confusion was that it wasn't always clear whether "this distribution" was referring to the total amount in box 1 of the 1099-R, or the RMD from the account whose number was provided on the form. In my case, the box 1 amount was the total of the RMD from that account, an extra amount to account for the RMD from a managed IRA from Fidelity that I did not draw from (thus no form), and my Roth conversion. Interestingly, I didn't have a problem with this last year. Did the questions change? In any event, I think they could be re-written to be clearer in similar situations. In case they are the same next year, I have copied all the steps and answers to keep in my file so that I won't have this issue again.
