My response to your reply slightly late. Have been giving serious thought to your statement to place the the value of the distribution as the amount of rollover on the 1009R. Am concerned the the IRS will question and then what do I show as proof? The only proof would be a copy of the brokerage statement page with the distribution amount. The brokerage firm offers no assist or advice hiding behind the statement "we do not give tax advice". They caused the problem in the first place.
Thanks for your thoughts.
