OK, thanks but I've seen those forms and they all involve doing a distribution. Also, those forms are designed for "contributions" as opposed to rollovers. I've been looking at all kinds of ways to recharacterize my rollover, but that won't work because of the dollar limits on contributions. My rollover is way over those amounts. I'm looking for advice that would suggest that the taxable amount on this distribution could be limited to the interest that was earned (minimal) while the rollover was in the Traditional IRA. Again, my read of the IRS pubs is that I'm needing a Corrective Distribution with a distribution code of eight. I think the taxable amount of such a distribution would be the entire rollover plus interest. At least if the code is eight, the distribution would be for 2022. But still it would be double taxed, once in 2021 and a 2nd time in 2022.
To improve the system, payors need to include distribution codes at the same time they issue the check. In my case, I didn't find out the distribution code until I received the 1099-R nine months later.
