I did go through all questions, several times actually. As I mentioned, yhe 1099 does show zero taxable, and does show G for direct rollover.
This was a traditional IRA that was moved, in full, to an insurance annuity product. I am not being taxed on that amount, but IT IS added in AGI which results in me losing the retirement investment credit AND losing a portion of my IRA (separate vehicle) contribution for last year.
The software asks whether all or part moved to Roth IRA on order to assess taxes. However, this trad IRA went to insurance annuity (not employer sponsored annuity) and there's no way to clarify tha
