There was a litigation settlement reached for mutual fund fee overpayment for $13.45 and a check was issued for $12.10 payable to my Roth IRA. I deposited that check in my Roth in August as a rollover deposit.
I received a 1099R for a $13.45 taxable distribution from my Roth IRA even though nothing was distributed from my Roth. Box 7 has code '7', 2b is checked 'Not Determined'. $1.35 Federal withholding.
I am using Forms, not the interview. When entering the 1099R info on page 2 line B4 is showing the $13.45 amount that may be rolled or converted. B5 does not apply as it was not a conversion. Where I am confused is line B6. It asks to enter the amount that was converted to a Roth. I do not see a line to enter the amount rolled over to a Roth.
The custodian is telling me they issued the 1099R correctly as a taxable distribution. I'm not sure I agree with that.
Where do I enter this as a rollover deposit?
Thanks....
