I made an appointment with a tax accountant this afternoon. He agrees the 1099R is reported for the incorrect year. We called Allianz from his office and they still refuse to correct it. We decided that, rather than take the chance that the IRS may not side with me on this being incorrect, I should roll the funds over to another qualified retirement account temporarily, while I'm still within the 60 days. This will eliminate the tax obligation for 2017 and I can pull the funds back out and expect to pay the penalty and taxes for 2018, as originally planned. I've learned a lot in dealing with this one. Unfortunately, I have 3 more accounts with Allianz. I think I'll look into rolling those into something somewhere else too. Thank you for your help on this. I appreciate it greatly!
