Retirement tax questions

I'm not getting the same errors so I must be making progress.  Now I have to figure out the DATE of these events.  Somehow I'm missing the docs, and my broker sold its client services to Schwaaaaab so I can't reach out to the original group.  And of course, this year being extra s#*t-show=ish, I can't find the forms I sent either.   Whine.   Arrrrgh.   Groan.

 

😉