I was concerned that IRS wouldn't like me changing the 1099R. I consulted Schwabs who originated the form. But She declined.
TT is stubborn. It won't allow the ROTH option unless the 1099R switches are modified from G to 2 or 7.
Some said that Cash-balance distribution (rollover) is not the same as 401K. It is treated as a cash contribution and recharacterization is allowed.....
Any other ideas?
