Thank you for the fast and detailed response. On the 1099-R the Box 7 only contains a code of 8 and both box 1 and box 2a reflect the same amount. All funds in the 401(k) were contributed as Roth contributions using after tax dollars in 2018 and 2019. There were no employer funds or employer matching funds, and there were no traditional funds contributed to the 401(k).
I have printed out my final payroll stubs from both 2018 and 2019 that show that the full amount contributed YTD for the year were all Roth contributions. The Roth 401(k) funds when rolled over were all rolled into my Roth IRA (there were no traditional funds in the 401(k) account).
I have been working through the HR department of my former employer who has been working with their contact at the 401(k) provider (the 401(k) provider said that I needed to work through the employer) - and it has taken 3 weeks of back and forth to even receive an explanation of why the 1099-R was classified the way that it was. If I am understanding your response properly it sounds like I should be requesting a corrected 1099-R with the following changes:
Box 7 likely should be coded as 8B indicating that it is a excess contribution to a Roth 401(k). Both 1 should reflect the total amount that needs to be distributed (excess contribution and attributable gains) while box 2a should only include the attributable gains.
Thank you again for your insight and help.
