2 Roth conversions

[jimb108]

I completed 2 Roth conversion (both 403b's to a Rollover IRA at Fidelity then moved to a Roth at Fidelity).

I received a 1099R from Fidelity with included the total of both conversions with the IRA/SEP boxed checked. 

I also received a 1099R from EQ for one of the 403b accounts with the IRA/SEP box unchecked. That total was included in the Fidelity 1099R.

The Step by Step view the income summary screen shows total income with the Fidelity total AND the EQ total on separate lines, effectively counting the EQ amount twice. 

In the FORMS view, form 1040 line 4b - IRA distributions shows the total of both as taxable. Line 5a shows the EQ amount as non taxable (rollover).  The tax total is correct.

Why is the EQ amount showing on line 5a if it is included in line 4a?

thanks,

Jb

[DanaB27]

5a shows Pension and Annuity distributions and 4a shows IRA distributions. All distributions taxable and nontaxable have to be reported on your tax return but the amounts shown on lines 4a and 5a have no effect on your Adjusted Gross Income (AGI) or Taxable Income.  You had two "distributions", one rollover from your pension (not taxable), and one conversion from the IRA (taxable), therefore you have entries on both lines.