I rolled over a pre-tax 401(k) to a Roth IRA, but my 1099-R indicates that I rolled it into a Traditional IRA. What can I do if the 401(k) co won't issue me a new 1099-R?

[macuser_22]

I edited my comment to correct some typos.

[VolvoGirl]

You might need two 1099R.  This one from the 401K to the IRA (probably Traditional IRA).  Then a 1099R from the IRA plan converting it to the Roth.

[eschutho]

Thanks VolvoGirl. I checked with the current IRA holder, and they said that they didn't convert to a Roth, but directly rolled it into a Roth, so they won't be issuing me any tax forms.

[macuser_22]

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?

[eschutho]

The 401(k) plan administrator. I didn't get any forms from the bank it was rolled into. Sorry for any confusion by referring to the 401(k) in the question as an IRA. My bad.

[macuser_22]

Then I stand by my comment above as to how to proceed.

[eschutho]

Thank you macuser_22 for your help. I'll go with that recommendation, then.

[macuser_22 · Accepted solution]

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