Thanks, DanaB27: Company 1 from their perspective reported it correctly on the 1099R, the amounts and the IRA designation, so really the 1099R has what it supposed to be, company 1 did not have control over the funds after they sent them out, its the company that deposited the rollover that made the mistake. So why should they correct it? Company 2 said they would move over the corrected amount from reg IRA to Roth, but to see first what we needed to do for tax reporting. What would I need to report on taxes and how?
