topic I converted my 401(k) from one bank to a Roth IRA at another. When asked if I "rolled over the money to a Roth IRA" do I answer Yes for both Form 1099-R's? in Retirement tax questions

I converted my 401(k) from one bank to a Roth IRA at another. When asked if I "rolled over the money to a Roth IRA" do I answer Yes for both Form 1099-R's?

rebecca-marchion — Thu, 06 Jun 2019 16:06:55 GMT

VolvoGirl — Thu, 06 Jun 2019 16:06:56 GMT

Why do you have two 1099R?

rebecca-marchion — Thu, 06 Jun 2019 16:06:58 GMT

One is from Fidelity where the 401K was and the amount is nontaxable; the second is from Vanguard where I converted the amount to a Roth IRA

rebecca-marchion — Thu, 06 Jun 2019 16:06:59 GMT

It seems like when I hit yes to both, I'm getting taxed twice on the same distribution

rebecca-marchion — Thu, 06 Jun 2019 16:07:00 GMT

That's correct. Yes that's what I thought, thank you!!

VolvoGirl — Thu, 06 Jun 2019 16:07:01 GMT

Oh you rolled the 401K to a regular IRA first. Then do not say Roth on that one.
You then converted the Vanguard regular IRA to the ROTH.