Hi@dmertz
1. Thanks for for confirming.
2. I haven't made the 2023 contribution. With you statement above, is it better to make the 2023 contribution now and wait after the April deadline (close for 2023 contribution) to request the rollover.
3. If I move on to forget about the rollover, I will need to pay the 10% penalty next year. In the initial withdraw, Was Fidelity required to specify my reason of withdrawal? Do I need to ask them to send an update to IRS to change as regular distribution? The reason I ask because I don't want IRS has it on file that I have a missing 1040X and then cause an audit.
