Similar to this, my wife left her company and we rolled over her 401k to a new Traditional IRA. The prior company's plan administrator wrote after the rollover stating that a portion was not eligible for rollover because it was a corrective distribution (the employer failed the IRS ADP test). To ensure that we did not mishandle the taxes, we withdrew the amount that the company indicated and put it in a non-retirement brokerage account (a taxable event). Now the company's plan administrator has issued a 1099-R not for the entire rollover amount but for the amount less the corrective distribution. So we are essentially paying taxes twice. When trying to follow the steps in this thread, I do not get a prompt for other options. Should I select the box that we are going to prepare a substitute 1099-R?
