There is nothing in the post that suggests that the 401(k) was first rolled into a Traditional IRA and the that was converted to a Roth. The OP said it was directly rolled into a Roth. If it was first rolled into a Traditional IRA then the bank would issue a 1099-R for the IRA distribution.
That brings up a good point. Who issued the 1099-R with the IRA box checked? The 401(k) plan administrator or the bank that it was rolled into?
**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.**
