ESmithCA
Returning Member

Deductions & credits

I switched my 401k contributions to ROTH 401k contributions starting on mid-2020, and I'll have to presume that's when my employer started making their contributions to the ROTH 401k as well.

I never received a 1099-R from them over the 5 years before my rollover - and during the above described rollover to a ROTH IRA, I requested a 1099-R from Vanguard for the pre-taxable employer contributed amount, and they refused. That left me with no other option than to pull the employer contributed amount from the ROTH IRA, and deposit the funds into my regular IRA with the self-certification that this is where they should have been deposited in the rollover process since there was no other way to declare them as deferred-taxable retirement funds from my employer.