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The custodian is in error and should issue a corrected 1099-R, but since they will not then you need to submit a substitute 1099-R (4852 form) to correctly report this. (see screenshot)
Enter the 1099-R exactly as it is but make box 2a the same as box 1.
When the interview asks if it was rolled to a 401(k) Roth say no.
When it asks if it was rolled/converted to a Roth IRA say yes.
Enter an explanation statement as to why you are submitting a substitute 1099-R.
Then an explanation statement that the custodian refused to issue a corrected 1099-R when they knew this was a Roth conversion.
The custodian is in error and should issue a corrected 1099-R, but since they will not then you need to submit a substitute 1099-R (4852 form) to correctly report this. (see screenshot)
Enter the 1099-R exactly as it is but make box 2a the same as box 1.
When the interview asks if it was rolled to a 401(k) Roth say no.
When it asks if it was rolled/converted to a Roth IRA say yes.
Enter an explanation statement as to why you are submitting a substitute 1099-R.
Then an explanation statement that the custodian refused to issue a corrected 1099-R when they knew this was a Roth conversion.
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