dmertz -- thank you for your reply. I see it now... I need to go to the enter a new 1099-R, and tell it I need to make a Substitute form.Thank you for getting m...

Thank you!TurboTax tells me if I file electronically, they will handle the explanation statement.If I mail, they say I need to attach.Since I will file electron...

I now understand Vanguard refers to this as a "mid-air conversion."The 403(b) place won't change the 1099-R, as they though it was going to a traditional IRA.So...