@dmertz
I see! So I should put No for 11. since my 2018 tax year conversion, although it was for 2018 tax year, it was done in January 2019! Thank you!
I received the 2019 1099-R for $1000 recharacterizatin/conversion for tax year 2018 about a month ago along with 2019 tax year's $3000 recharacterization/conversion. That $1000 was already converted to Roth IRA as of January 2019.
These are the values listed on my 1099-Rs:
For 2018 conversions from Broker A:
Roth IRA 1099-R:
Box 1: 1000
Box 2a: 0
Box 2b: nothing checked
Box 7: R
IRA/SEP/SIMPLE: not checked
Traditional IRA 1099-R:
Box 1: 1000
Box2a: 1000
Box 2b: Taxable amount not determined checked
Box 7: 2
IRA/SEP/SIMPLE: checked
For 2019 conversion from Broker B
Roth IRA 1099-R:
Box 1: $3286
Box 2a: $0
Box 2b: nothing checked
Box 7: "N"
IRA/SEP/SIMPLE: box NOT checked
Traditional IRA 1099-R:
Box 1:$6286
Box 2a: $6286
Box 2b: Taxable amount not determined and total distribution both checked
Box 7: "2"
IRA/SEP/SIMPLE: box checked
Should I be inputting all 4 1099-R's onto this year's tax return or just Roth IRA 1099's?
