@macuser_22 Just wanted to provide an update on this question. After consulting with my financial consultant it turns out we purposely did a rollover to a traditional IRA and had planned to do a rollover to a ROTH at a later point. So the only error was on my part in not understanding this extra step we had taken, but also with the 401k company that issued the 1099-R, because they should not have included the amount as taxable in form 2a. So you were right in pointing that out and I will be attempting to correct that form first through the 401k trustee and then with a substitute form if that doesn't go anywhere.
Thank you again for the help!
