Thank you! I was right, the custodial FI won't reissue the 1099R as two.
This worked..sort of. I filled in the GROSS amount converted to the Roth, and TT returned a little note that said it would assume the rest was handled otherwise, like cashed out. BUT those gross amounts included federal and state withholding. The withholding, I've read, is NOT a conversion, but is a "regular" distribution. It should reduce the net amount of the conversions, but still be counted as a distribution. The cash out transaction also included withholding, at a slightly different rate.
First time I tried to enter these distributions (as all conversion), I ended up with a set of screens trying to explain to TT how the taxes were paid and the actual/net amount of the conversions. Those screens didn't come up, this time and I couldn't find any place in Forms where I could clarify these issues.
Is there a worksheet somewhere where I could enter the two sets of withholding data?
