Thanks again, @DanaB27 !
Quick question, for step 6, should I enter 13500 or 7000? My understanding is that I can contribute and rollover 2023's $6500 + 2024's $7000 without penalty. I enter 13500 and it says I have penalty due to over contribution. Btw, do I still need to upload 1099-R if I take those steps listed in your reply?
Thank you so much @DanaB27 !
