Thanks for taking the time to share your insight & knowledge. I do understand the tracking component, potential for credits, five year rule etc. IRAs are beautiful tools! Among all the details I forgot whether IRS tracks from me and/or only the Financial Institutions. I will update TT 's tracking but no need to file 1040X to Amend. Your comment, and its directness, has given me the info I need! I appreciate the TT Support & Community. Though I've filed for MANY decades, I've found it helpful to reach out each year for a clarification or corroboration. I'll focus on updating TT's tracking to correct the erroneous figure for next year's transfer, without regard to notify IRS. Thank you!
