Hello, All of what you mentioned applies except for the fact that there are no changes on 1040-X. You mentioned: "You should see on line 1 of Form 1040-X a net change of the amount in box 2a of the Form 1099-R." I do not see this. I double checked all my entries. Then, I checked the Additional Distribution Information form in TT, and due to whatever reason it states in B4 that the entire amount of this distribution may be rolled over into Roth IRA. Because of this, I suspect I do not understand some calculation. Are you able to comment further?
Thanks.
