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Education
Thank you @Hal_Al. That is what I was leaning towards too, but I have answered the interview questions every way possible while still being honest, including checking and un-checking the Trustee to Trustee box. The only thing that makes a difference is changing the "Recipient's Name" to someone other than me. But Turbo Tax tells me to "Be sure to Choose the Recipient as shown on the actual 1099-Q.", which is me. Should I be listed as the Recipient on the 1099-Q or did someone make a mistake when the processed the transfer between accounts?
‎June 30, 2020
9:33 AM