In 2023 I opened and closed my Principal Financial 401K accounts for both Traditional and Roth.
I opted for a Distribution for both and when I rec'd the checks, I rolled them over to my Vanguard Traditional IRA and Roth IRA accounts respectively within 60 days.
When I rec'd my 1099-R's for 2023, I noticed the amounts were incorrect. My last Roth 401K contribution for $515 was in the Traditional 401K. Principal Financial corrected the error and sent me corrected 1099-R forms.
Now the amounts I rolled over to Vanguard are incorrect. The $515 is in the Traditional IRA instead of the Roth IRA.
I called Vanguard to do an internal back office transfer from the IRA to Roth for $515 and send me a corrected Form 5498 to reflect the correct Contributions but they are refusing to do so.
So the IRS has corrected 1099-R's but not a correct Form 5498 and my after tax $515 is sitting in a pre-tax IRA.
How do I get this corrected?
