jim670311
Returning Member

1099-R provided as distribution, not rollover

My financial institution has issued 1099-R's as taxable distributions with a taxable amount in box 2a.  This transaction was done as a rollover, however the financial institution refuses to amend the 1099-R's stating they are not tax advisors.  How do I correct these 1099-R's to accurately reflect the transactions as rollovers?  I do have the statements from the accounts showing the contribution to the Traditional IRA  immediately moved to the Roth IRA.  Currently, the distribution code is listed as a "2".  I suspect the code should have been a "G"