Retirement tax questions

Yes, I went ahead as well.  In another thread on this same issue a poster had commented that he had done this for a relative (submitted without the box checked) and the relative did get the refund due to them; i.e. the tax form was accepted and processed.

 

It's just unnerving to see this - somewhat front and center on page 1.  It caused me a couple hours of searching here to get a better understanding.  And it seems others have gone through the same.

 

Thanks for your post.