Retirement tax questions

VolvoGirl,

Thank you very much! This was a perfect! It worked! The key for me was when you said "it will ask what you did with it." I did not know that this question related to an indirect rollover because of the wording "Moved the money to another retirement account", which I definitely did not do. Yet, it opens the dialog as you describe, which enabled me to fix this.

I attached a photo below, with PII redacted, showing the first question and how it expands into subsequent questions where the proper info can be added to cover the indirect rollover.

For the record, I returned the money within the 60 days and no, Schwab did not withhold any money.