Retirement tax questions

"Who do I need to call?"

 

The issuer of the 1099-R is who.   As pointed out already, the 1099-R says that it is NOT a Roth.  If that is wrong then the issuer that says is it not a Roth is who you call.

**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.**