Thank you again. I will do exactly as Macuser_22 shows in the screenshots. I hope that the AGI shows our true social security only earnings and not the amount that includes SS earnings + the 401K withdrawal. We did not do a distribution, because the IRS indicated on 3-27-2020 that it was not required due to the Pandemic. We did not know about it until I started our taxes in TurboTax a week ago. Fidelity never told us. And we were well within the 60-day rollover period for an IRA. We rolled the money to an IRA within one (1) week of the
401K withdrawal. But a million thanks again for all of your help. Take good care. Donna
