toddcolyer
Returning Member

Get your taxes done using TurboTax

Thank you for your response. That's what I suspect as well. I am going to contact my plan to follow up with this and see if they will generate another 1099-R or explain why they filled it out the way they did. My concern is that I would also be taxed on the gain on that Roth amount that is over.

 

If anyone else has more information about this, I would appreciate your feedback. Thank you!