Retirement tax questions

And you do need to be clear as to what kind if account it was transferred to...the button you select.....if it just went to a regular personal investment account...and not to any kind of IRA, then you'd select the last button.

 

For the box 7 code being a 7D...be aware that is actually two separate codes..a 7 and a D that go in two separate boxes at box 7.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*