@dmertz
Thanks for info about the Roth limit worksheet. I found it under 'forms' section. When I saved my tax record each year, I did not choose to include all worksheet and that's why I did not know TT has this calculation behind the scene.
Back to my original topic, Fidelity has processed my check as '60-day rollover'
In the 2024 tax year, I believe I will expect 2 1099-R forms - one for distribution and one for rollover. I will need to record both activities in TurboTax (under other tax situation) even though I won't need to pay penalty. Is it correct?
