Hello
Can someone please help me on how to file this properly? Back in Aug 2022, I did a rollover of a previous employer's plan into a rollover IRA. I receive my 1099-R and on line 7 I have a code of H and on line 11 it says 1st year of desig. Roth Contrib. 2017 and also line 2 Total Distribution is X. I call up the old employer's plan to verify if I had made after-tax dollar contributions to the plan and was told yes and they thought it was moved into a Roth as well. Basically, the plan was moved into a regular IRA account when it should have been rolled over into a Roth IRA account. I call the current brokerage account and they told me that I cannot do a recharacterization since it was a rollover and I am beyond the 60 days. How do I file this dilemma? And how do I move the money now to a Roth IRA.
Thank you
Al
