Thank you for the detailed response. It is possible that I oversimplified things. Here are the exact details if it helps:
Initial contribution was $5500 to Meriil Lynch on April 19 2017 for the 2016 tax year and was reported on the 2016 taxes.
In November of 2017 I moved all of my funds to a Vanguard Roth IRA. I then had the mental error and recharacterized the Roth IRA to a tIRA and then converted back to a Roth IRA a few days later.
This year I contributed 5500 to my tIRA at Vanguard and converted it for the 2017 tax year. I reported the contribution to my tIRA on 2017 taxes and will report the conversion on 2018 taxes.
I received the 2 1099-Rs from Vanguard and no forms from Merrill.
Does this help? Would it help to see the 1099-R forms?
Thank you again!
