I just found the Distribution Summary from Fidelity from months ago when the rollover occurred. A bullet near the top of that statement states "This distribution is from an employee benefit plan intended to be qualified under Internal Revenue Code section 401(a)."
The amounts on the 1st 1099-R form are for the total distribution and is categorized as Non-Roth.
It shows that the amount on the 2nd 1099-R was an "Unrecovered Roth Contribution Basis" and has a footnote stating that it is a "Portion of total distribution consisting of Roth contributions and applicable earnings. This information will be necessary when rolling over to an IRA or another employer plan." Everything is associated with rolling over the entire 401K to a Traditional IRA in a single event.
Does all this make sense? Do I need to get more information from Fidelity or ask them to correct and reissue the 1099-R(s)?
I need to understand how to put the appropriate information into TurboTax. Thanks for your help.
