Still not resolved:Was I supposed to issue the 1099-R and not E*Trade? In which case, why did they issue one at all? My personal take is that they should have a...
Just a brief update -
I'm trying to get MS/ET to issue a corrected 1099-R with the In Plan Roth Rollover (IRR) amount in box 2a, or at least checking box 2b if...
For clarity here - let's be precise in our terminology... we are only talking about an individual 401k and an individual roth 401k in the same "plan" with a maj...
I have the exact same situation and the 401k provider (the ones with the baby in their recent commercial) claims that their 1099-R is correct with box 2a as $0....
