dmertz
Level 15

Retirement tax questions

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." 

 

That agrees 100% with what I posted.  The question remains:  What happened to the rest of the funds from the designated Roth account?