Retirement tax questions

without the "return excess with earnings" form. you did on your own a simple distribution which can be an early distribution depending on your age. do you still have the 1099-R for that? it may be online.

 

if you do all the other parts of a 60 day rollover/roth conversion but you don’t tell the receiving institution, did you actually do a rollover?"

 

Are you referring to making up for tax withheld?

I believe the answer is yes. maybe @dmertz wants to comment.