dmertz,
So thinking out loud for the last time. Can I request a rollover of the $1500 basis from the deferred account (403b) to a Roth IRA? Then next year when I get a 1099-R, I could attach an explanation (the option on TurboTax regarding incorrect 1099). If I couldn't explain it, I would just pay the tax on the amount of the rollover and at least have something to show that I made an effort to correct that mistake (if an audit comes up)?
Is that doable or should I just leave it as it and move on with life (like you said earlier it could get worst trying to fix it)?
-I would continue filing the 2024 tax using the original 1099-R received with "G" on box 7
Thanks again!
TT
