"The Form 1099-R unequivocally indicates in box 2a that $30,000 of the rollovers is taxable" 100% correct dmertz...and no argument. That isn't the issue here. I definitely put that in a traditional IRA. The $36,000 is not an issue here. It definitely went to a Traditional Roth. The only issue here is the last $30,000. It is not included in box 2 or box 5 of the 1099-R...and it should have been included in box 5. After ANOTHER conference call with my FA and the payer, they have stated that on the rollover check stub that indeed the 30k is NOT taxable. I have requested a copy of the check stub and will keep that in my records as proof to the IRS should it ever be required. Therefore, in this particular case, DavidD66 has the best answer for this particular situation as NOTHING is going to make this "correct". The payer should have done a better job of coding...but as long as I have documentation from the payer stating where every dime was directed to go, I'm comfortable with his solution. The bottom line is there is absolutely no tax liability on anything placed into the Roth...so why the heck should I do anything that generates one???
Thank you all for your outstanding help and guidance.
