I used 2 different financial institutions to complete my rollover. Though it was completed within the required timeline to be considered an eligible rollover, it was not completed in the same year.
Box 7 shows 1D, however the entire amount was rolled over. In past years, Turbo Tax has asked the question, "Was this money rolled over" but that question does not pop up for me in this instance and TT is charging me the taxes AND the early distribution and I am not able to correct that EVEN when I go directly to the forms and manually update the checkboxes. Please assist.
