Thanks again for your insight. When a Turbo Tax schedule says "For your Records" I have to assume its for your benefit and does not get filed. The other way I c...

Thank you DavidD66 for your response. You may be correct if it works and the custodian is ok. I'll give you the same response I provided dmertz.What is making t...

Thank you dmertz 15 for your response. What is making this more difficult is that 2 tax advisors from a large tax prep outfit and the 401k administer indicate B...