Thank you so much for your reply, it is very helpful. You assumption is correct it is rolled over from a Roth IRA to another Roth IRA. The rollover check was made to the receiving financial institute.
I called the company who issued the incorrect 1099R and was on the phone for over an hour being transferred from group to group, they still did not take my request to issue a corrected 100R form.
On the 1099R form I received field 1 shows the gross distribution (not a big number). The 2a (taxable amount) is 0. When you said “ In this case you'll need to obtain a corrected Form 1099-R showing that $0 was distributed from the original Roth IRA. “ Do you mean the taxable amount to be “0”. If so, can this 1099 still be used? My understanding is that if I file form 4852, I will not be able to file my tax electronically. Thank you
