dmertz
Level 15

Retirement tax questions

Yes, my reply is essentially the same.  The Form 1099-R reports a nontaxable rollover to a traditional IRA, but that's ultimately not what happened.  If you requested that the 401(k) make the rollover to a Roth IRA, they have  made the error in reporting $0 taxable (absent any after-tax amount in box 5 of the Form 1099-R).  If the request you made did not specify a rollover to a Roth IRA, it's not their error and they are unlikely to change the Form 1099-R that they originally issued.