Retirement tax questions

Thanks again for the excellent and thorough response. 

 

This gives me renewed confidence to further escalate the issue with either the former employer or the 401(k) provider or both and a clearer description of what the proper (corrected) 1099-R forms should look like.


Your original post was helpful as well. I did talk to a department at my IRA provider this afternoon that specializes in distribution of excess contributions and they will be providing me with the paperwork / forms that are required to start the process on their end once I get the corrected 1099-R forms from the 401(k) provider.