Thanks for the replies. I did fill out form 2210AI but not sure I selected the correct box in part 2 of the form. What does request waiver for total amount do? I would think I would select box c but not sure. I have to do something similar this year so I need to figure it out. Withdraw is sizeable and beyond what I can recapture by claiming more on my income. I think your idea of using two accounts makes things much more simple and may go that route to eliminate all the additional headaches. Thank You.
