Still not resolved:
Was I supposed to issue the 1099-R and not E*Trade? In which case, why did they issue one at all? My personal take is that they should have at lease issued one with Box 2a as blank and box 2b checked "unable to determine taxable amount.
But - bottom line - seems like I should move my accounts out of this Company given that they don't seem to understand the time of day.
Our friends at E*Trade / Morgan Stanley offered the latest guidance on their 1099-R issuance :
""
Thank you for your message regarding the reporting done on your in plan Roth Rollover.
In the terms of setting up a 401k with ETRADE, we specifically state that we do not report the taxability of in plan Roth Rollover request's. We place that responsibility upon the plan administrator or the account holder if you don't have a plan administrator. Please reference page 19 where it talks about in plan Roth Rollovers.
https://content.etrade.com/etrade/estation/pdf/401kPlanDescriptionBooklet.pdf
We can't determine taxability since we don't report contributions.
""
