I am using the desktop Home & Business version, but I never saw the screens you sent. So I never entered any amount in the Incorrect Early Distributions box. And I am certain we have not triggered any penalties. Just paying the taxes on the rollover.
I know my taxes are correct as I have a pretty sophisticated spreadsheet that I use for planning each year and it agrees with the TT tax calculations. So I am thinking that I should just delete the 5329s before filing since they seem to serve no purpose.
I very much appreciate you taking the time to help me solve this issue. If you have any further thoughts, I would appreciate that also. Thank you.
