Thank you for the information.
1) For the code 2, would the following choices be correct when asked “What did you do with the money?”
- I moved the money to another retirement account (or returned it to the same retirement account)
- I did a combination of rolling over converting, or cashing out the money (I chose this instead of “I rolled over all of this money to another traditional IRA or other retirement account [or returned it to the same account]”)
2) For the code 1B, would the following selections be correct when asked “What did you do with the money from Fidelity Investments?”
- I moved the money to another retirement account (or returned it to the same retirement account)
- I rolled over all of this money
3) Since code H reports the direct transfer into the Roth IRA account, I should not place a Roth IRA contribution in the “Deductions and Credits” section. Is this correct?
