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prit
Level 1

1099-R shows wrong value of distribution and taxable amount

I converted around $4000 from my pre-tax traditional ira to roth ira in 2024. Thereafter, I made non-deductible ira contribution of $7000 to the traditional ira account in 2024 itself and converted that to roth IRA too.

 

in the Fidelity 2024 Form 1099-R, Box 1 & 2a both show the sum of my non-deductible traditional IRA contribution for 2024 and also the traditional ira to roth ira conversion amount i.e. $11,000.  Fidelity says they cannot correct the 1099-R to show $4000. In this situation, should I enter the $11,000 amount in Turbo tax or the $4000?

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