Get your taxes done using TurboTax

A code G with box 2a zero indicated a rollover to a Traditional IRA.    If they issued a check then it should have been made out to your Traditional IRA and the IRA custodian should never have put it in a  Roth.

 

However, all you can do at this point is to choose the "Substitute 1099-R" form type and enter exactally as your 1099-R is but make box 2a the same as box 1.    Answer the rollover to a Roth IRA question yes.

 

Enter a statement that you are using a substitute because the money went to a Roth and not a Traditional IRA and the issuer refused to correct the 1099-R.

 

Unfortunately a tax return with a substitute 1099-R cannot be e-filed and must be printed and mailed.

 

 

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**