Yes, I meant 1099-R. Sorry for the typo.
The form is from Matrix Trust Company.
I have two 1099-R forms. The first was a transfer out of an employer Roth 401k - distribution code H. The second 1099-R is the issue. The funds were actually taken from a Roth 401k and put in a Traditional IRA for a short time, until they were moved to the new employer's Roth 401k. (I know - it was not wise to do this). I'm trying to complete the taxes for this client, which I can't do in Turbo Tax because of the error messages. The Matrix Trust Company says the 1099 R is correct. Thanks for any suggestions....
