caffeyw
Returning Member

Retirement tax questions

I'm planning on just filing an amended return by mail.  While they stated there's no need (they'll amend if you convince them) I think itll be easier, cause then they'll have a return marked ROLLOVER, which seems to be the whole sticking issue.  

 

FWIW I used desktop version for 2017 taxes, and online for 2018.  My 2018 tax return shows correctly to IRS as ROLLOVER.  It's just my 2017 return.