thanks fanfare
without the "return excess with earnings" form. you did on your own a simple distribution which can be an early distribution depending on your age. do you still have the 1099-R for that? it may be online.
Yes I have the 1099-R, information posted in op. B1: 500, B2: 500, 'taxable amount not determined' checked, B7: code 1
if you do all the other parts of a 60 day rollover/roth conversion but you don’t tell the receiving institution, did you actually do a rollover?"
I am wrong about "all the other parts" but my question was about having done a distribution from a tIRA and then within 60 days having made contributions to a ROTH IRA. Without telling the institutions it was reported on the 5498 as a contribution.
I have gone through and amended and/or created missing reporting form 5329 and 8606 for all years. My lesson is about involving the institutions to get the reporting done correctly, and leaving enough time before 4/15 to take care of any of these details. I also found out this is fairly common https://www.asppa-net.org/news/2024/10/early-distributions-often-not-reported-treasury-says/
