My wife is a retired teacher. She worked (Jan - May 5 months) last year. She contributed $2,400 into her 403(b). I rolled her 403(b) directly into a qualified plan in our Fidelity account. Turbo Tax says that we do not qualify for the "Retirement savings contribution" credit because we took a distribution (rolled the money to Fidelity). However, we made a direct transfer from her 403(b) to Fidelity and we never saw the check. I called the IRS and was told that we should qualify for it...... any suggestions?
