Just a brief update -
I'm trying to get MS/ET to issue a corrected 1099-R with the In Plan Roth Rollover (IRR) amount in box 2a, or at least checking box 2b if they can't/wont determine the taxable amount. Their turnaround time on their support messaging system is 2 weeks, so I guess we'll see.
My read on the rules based on this:
https://www.irs.gov/instructions/i1099r#en_US_2022_publink
is that when I read the "Box 2a. Taxable Amount" section, the first bullet point is "... Enter 0 (zero) in box 2a for: - A direct rollover (other than an IRR) from a qualified plan, a section 403(b) plan ... "
The implication being that they should be reporting the IRR amount in box 2a.
Does anyone have a link to a more on-point guidance from IRS on how to fill out a 1099-R for the IRR case? I haven't found anything directly prescriptive, only the "other than an IRR" language noted above.
Thanks.
