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Retirement tax questions
Yes, I now see that I had to answer a few more questions.
I didn't realize it was called an Indirect rollover until I called the investment guy. So I answered the follow-up questions wrong. I needed to select "I rolled this into an IRA."
I had taken the money out and put it back in within 60-days; and didn't realize that was a "roll over" until I called him; which led me to post this question. I went back through the Q&A and had just selected the wrong answer initially (find and select the word roll-over :D) Thanks!
‎August 14, 2020
1:45 PM