I entered the information from the single 1099 R form I received exactly as it appears on the form. I could not answer one of the next questions in TurboTax. That form covered three IRA to Roth conversions and one IRA cash distribution to my checking account. Box 7 is "7". Both types of distributions are "normal". The question is the one that asks" What did you do with the money from xxx? Both answers are true: I moved it to another retirement account AND I did something else (like cash out).
I've asked our financial advisers to contact the custodial account holder to see if they will issue one 1099R for the cash distribution and one for the conversions. But the IRS says they don't have to do that, and I have a feeling the answer is going to be no. Very conservative/traditional FI.
How do I proceed?
