Thanks Amy. The distribution code is G and the taxable amount is 0. Total Distribution is marked (which is not true because there is still money left over that I couldn't take out, and it will be annuity when I retire). I called the pension broker and they said I didn't provide instructions to withhold taxes when I filled out the rollover forms. My understanding is that I told them I am rolling over to a Roth IRA so the money needs to be taxed before going into the Roth IRA account. Since the full amount was rolled over, I now should be paying the taxes (federal and state) so when I reach my retirement age and I won't need to pay any taxes.
So now I have the 1099-R with the full gross distribution amount and 0 taxable amount. Can I just put the taxable amount myself and pay the taxes? Will there be any issue later if I don't have an updated 1099-R form showing that?
