The 1099-Rs are for: pension (taxed), withdrawal from 401(k) (taxed), 401(k) rollover to traditional IRA; Roth withdrawal from 401(k) that I rolled over; qualified after-tax savings and interest that I rolled over into outside Roth IRA (interest was taxed). The Box 7 codes are correct. The 1099-R summary is not inputting the amounts in Traditional, Roth, etc. instead it is lumping the amount into taxable and non-taxable which are incorrect and I cannot alter this worksheet.
I know the IRS does not receive the worksheets, calculations, etc. but the output is incorrect and my records will be incorrect as well. I have been struggling for days and can't get them to post correctly. Can someone please help me?
