macuser-22Thanks, your graphics of the instructions did the trick. I don't normally use the interview method and instead just go to the forms but that didn't wo...
I broke the numbers into two 1099-Rs per your suggestion but the amount shown in box 4a of the 1040 is only $32K instead of $51K. The taxable amount in box 4b i...
Using the rounded numbers I used in the post, the 1099-R shows $51K in both box1 and 2a. I also have a 5498 form showing a rollover contribution of $19K.Are you...