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1099 R in 2016 with a balance in box 2A and box 7G
My husband kept 0 records of his pension direct rollover into an E*trade Ira account. He believes it went into a traditional IRA fund, but from my research, because our 1099 R has a taxable balance in box 2A and box 7 shows G, he rolled his pension into a Roth IRA and we paid taxes on the rollover amount. I used turbo tax that year but have no record of a form 8606 for that year. This is re-surfacing because we needed to recharacterize our Roth contributions to a traditional for 2025 due to income limits. I have no idea how to proceed with our IRA basis , please help
‎February 5, 2026
4:01 PM