@LindaS5247 @VolvoGirl
OK, just verifying one more time. This has been educational and I appreciate your time and attention.
Despite the ~$1,500 being sent to the IRS and indicated as taxable income, meaning I rolled over the entire IRA minus the $1,500, I should still indicate YES - I rolled over the full amount?
This is the screen I am agonizing over:
Did (wife's name) rollover the gross amount of $14,358.63 (Box 1) to another retirement account?
- Yes, Jessica rolled over $14,358.63 to another traditional IRA or retirement account (or returned it to the same account) using my own money. You previously indicated this is the answer even though the entirety minus the penalty was rolled over. This seems to put most (almost all) of the ~1500 into my refund.
- No, Jessica rolled over less than $14,358.63. This is what I originally thought I should use but you said no...? This seems to put some (not all) of the ~1500 into my refund.
- I did something else Not an option I guess.
