Thank you for your reply.
I followed your instruction to separate into two 1099r forms with code G, however, the $2k roth conversion did not add on to form 1040, line 4b as ira distribution (roth conversion), instead it added to form 1040, line 5b as pension and annuity taxable amount. I also noticed on form 8606, line 16 did not include the $2k roth conversion. is that correct? Please advise. Thank you.
