annmarriott1
Returning Member

Get your taxes done using TurboTax

Thank you for all the information.

 

I think I'll file an extension so that I can get an accurate amount for Gross Distribution on the 1099-R. The bank said I can get that after the excess funds removal is complete. I'm pretty confident I won't have any gains by then, but I'd like to get an accurate amount all the same.

 

I appreciate all your help.