The search function doesn’t seem to work very well. There were no choices that allow you to jump anywhere- just shows questions and answers. I think I have seen it before in years past but not now. In any case, I went back to the IRA section and somehow I finally got the tool to allow me to put in that I made a $6000 withdrawal. The tax penalty went away. Nice it worked!!
For the 1099R can I estimate the numbers? I see the transfer out and it’s about $5,200. The actual share count transferred out includes fractional shares so I can look up the price from that day, but depending on how it’s calculated, I could be off by some pennies or some dollars. It’s at a loss either way, but if I report $5,200 vs $5,201 will it really matter? Or should I wait for the 1099-R and file an amendment next year?
