I wanted to convert a 403(b) to a Roth. I had the 403(b) place send the check to my IRA company for a traditional IRA. After the check arrived, I decided to have the IRA company put it directly into a Roth (instead of traditional) IRA. I believe the net result is that box 2a on my 1099-R (Taxable amount) is listed as 0, and 2b (Taxable amount not determined) is unchecked. So, I am not getting taxed on this distribution. Do I need to get this corrected at the 403(b) company, to send out a new 1099-R? I would love to correct this on the fly, but am assuming I cannot?I would sincerely appreciate any guidance on this.
