After you file

First, thank you for your prompt reply.

 

Yes, code 7 was in Box 7, and the "taxable amount not determined" was checked:

 

2b Taxable amount not determined (X)

7 Distribution code(s) 7

IRA/SEP/SIMPLE (X)

 

Regarding (A)&(B): Yes, for sure, I will call broker again to clarify the answer they gave me.

 

As for (C):

In addition to $7020, I withdraw $22,207.70 temporarily for some personal use and then rollover the same amount of $22,207.70 back to the same account within 4 weeks.