Thanks for your continued help. I fear I may have miscommunicated. Thanks for bearing with my lack of understanding.
I did not have two separate 403B plans. My understanding is that it was not a Roth 403B but a regular 403B with some designated Roth contributions under it. When I quit my job, I forced either to roll it over into another personal account or to let them roll it over into a new asset retention account with the same company. They took the one 403B, with some Roth and some non-Roth contributions, and rolled it over into two new accounts, one Roth IRA and one traditional IRA. I got only one 1099-R, with a code G, that lumped all the money into one total distribution as if it all went to a traditional IRA.
I just spoke on the phone with someone at the company asking either if I should've gotten two separate 1099-Rs or if the one 1099-R should've included an amount in box 5. They said the 1099-R was correct, but the only explanation they could give me for why box 5 is blank is because it is a "plan to plan rollover so nothing is taxable." But they forwarded my case to one of their specialists who supposedly will email me Monday after reviewing my 1099-R.
Based on that clarification, would you say that there should've been an amount in box 5 on the one 1099-R, rather than two separate 1099-Rs? What should I do if the specialist says that everything is correct?
