Thanks for the clarification on Box 3 -- appreciated!
Do you have any additional insight on the error messages I'm getting on the 4972 form during the Smart Check? I have figured out if I don't select "D" for Box 7 Distribution code (and instead, only select "4"), this fixes the issue. Unfortunately, as soon as I select both "4" and "D", the error problem returns for the 10-year tax average option on the 4972.
