So I got a call from TIA this morning and was told they couldn't make the correction.
They offered to compensate the amount that I was affected. I told them there isn't any amount in the foreseeable future (until 59.5). I then had to fight hard to get a letter for record keeping. I probably will continue to file tax with the original 1099-R (box 7 code G).
Here is the letter.
I am responding to your concerns regarding your delayed rollover request. I would like to
apologize for the mishandling of your request and acknowledge the inconvenience and
concern this has caused you.
Due to a TIAA processing error, your ROTH ROLLOVER request was processed incorrectly
and instead was rolled over to an employer plan.
Unfortunately, we cannot change our records to reflect the year when you intended for this
rollover to occur. We are legally required to report all rollovers and payments as income in
the year which they are paid. Consequently, your payment(s) will be reported as part of your
2024 income.
We recommend you keep this letter as part of your permanent records to support your
request to the IRS. As with any tax matter, we suggest you seek the advice of your tax
advisor for additional assistance. TIAA is unable to provide legal, tax or accounting advice.
