recharacterizing IRA (form 1099-R and...?)

[nereo]

I'm a bit confused here.

In 2015 I converted an old 401(k) account with ~$6k in it into my ROTH account held by Vanguard. 
I did this because I had no taxable income for 2015 and wanted to use my automatic deduction "head-room" to convert some of my tIRA into a ROTH.

Vanguard handled the entire transaction.  Now I have a 1099-R from my former 401(k) (TIAA CREF) and I can see on Vanguard's website that it was an "Employee Rollover Conversion" with no tax withholding.  Besides my normal 1099-DIV there's mention of the rollover in my "tax center"

Q:  Am I missing some form(s) here? The 1099-R lists everything as a "Gross Distribution (box 1)" and the entire amount is taxable (box2a).  I understand I owe taxes (at least in the sense that I'll use my standard deduction to 'cancel-out' the $6,000 conversion) but I don't want to pay a penalty since the money was automatically converted and rolled over into a ROTH IRA (i.e. I never recieved a distribution - it went from TIAA to Vanguard).

[dandarc]

Sounds right to me.  If you had rolled to a tIRA, the "taxable amount" would be 0.

Instructions for form 5329:

The additional tax on early
distributions does not apply to any of the
following:

. . .

A rollover from a qualified retirement
plan to a Roth IRA

What is in box 7 on your 1099-R?

[nereo]

Sounds right to me.  If you had rolled to a tIRA, the "taxable amount" would be 0.

Instructions for form 5329:

The additional tax on early
distributions does not apply to any of the
following:

. . .

A rollover from a qualified retirement
plan to a Roth IRA

What is in box 7 on your 1099-R?

Ah.. box 7 says "G". 
Further investigation clarifies that "G" means: Direct rollover of a distribution
(other than a designated Roth account distribution) to a qualified plan, a section 403(b) plan, a governmental 457(b) plan, or an IRA

so - I'm all set? I want my ducks in a row before I file my taxes.

[dandarc]

Yeah - form 5329 is where you would figure your additional tax penalty, but there isn't any with a direct-rollover.