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Retirement tax questions
@dmertz . thank you for the detailed response. I have spent hours emailing/calling TIAA and finally they informed me that they processed it as rollover and not a conversion based on the forms used. (Of note, the form was provided by my TIAA advisory team). Hence they said there is nothing they can do and will not issue me a new 1099-R. So suggestions at this point would be greatly appreciated.
Regards.
‎April 11, 2025
8:08 AM