@david.a.sallen - If you came back and this post was gone - I don't know what happened - it got archived for some unknown reason - I had the moderators restore it.
I was about to post this when it got archived:
That complicates things.
Once you moved from ML to Vanguard which was a rollover, I am sure that Vanguard treated it as a 2017 contribution and reported it as such with the code N so is would be difficult to blame Vanguard for getting the code wrong and I doubt that they would change it because the contribution was not made with Vanguard.
What did you actually report on the 2016 Tax return?
Roth contributions do not actually go on a tax return, but a recharacterization does - did you report the recharacterization on your 2016 tax return?
Depending on what you actually reported on your 2016 tax return I can suggest how to fix this.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
