Thanks and excuse delay in response. I waiting for email alert of response to post. Probably must check format.
Now to your reply. I agree with all your post. Problem - when shares rolled over value of shares less than when removed for distribution. Broker shows the reduced value as the rollover amount that does not match the distribution value. This rollover value will be the amount on the 1099R issued by broker. Therefore I do not receive the benefit of the full distribution. I do not believe a statement by me accompanying the TAX FILING will be accepted by IRS. Yes, the number of shares rolled over is the same lot distributed.
Appreciate your review of this issue.
