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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.
‎April 4, 2024
8:34 PM