Thank you for the excellent reply. I have the desktop version (Mac), but the instructions are clear enough to understand on that too. I had one question after following all of this, however.
I followed the instructions and am seeing the $3000 on 1040 line 4b (no earnings on this amount). Is there another spot where this $3000 should appear other than the 1099-R? I'm curious to make sure I'm accounting for any/all penalties. For example, should a 10% penalty be present anywhere due to early distribution from Roth IRA? (I am under the age of 59 1/2).
