@dmertz I contacted Charles Schwab and they confirmed that the rollover was to a traditional IRA and the Form 1099-R was prepared as such. As expected, they would not agree to change it. Unfortunately, the funds were already deposited into a Roth IRA account, so I went ahead and filed a substitute Form 1099-R (Form 4852) showing the correct amount in box 2a. Thankfully, I was still able to e-file with TurboTax Deluxe Online and my federal return was accepted by the IRS yesterday. Thanks for the help!
