So I was attempting to complete a backdoor Roth conversion and accidentally moved my money from my traditional IRA to a previously funded pre-tax rollover IRA, instead of my Roth. Before I realized the mistake, I then consolidated the rollover IRA with my work's 401K at a different financial institution (taking with it the money that was supposed to have gone into the roth). My work was able to withdraw that money and place it in a Roth once I explained what happened.
I want to properly report this on my taxes this year, but the 1099-R from the original institution is of course wrong (it doesn't report the traditional IRA withdrawal at all, and only shows the transfer of the rollover to the work 401(k). Should I create a substitute 1099-R to reflect the money taken from the traditional IRA?
