Hi @DanaB27 , thank you so much for your help. I have a couple of follow-up questions.
1- "Who gave you a 1099-R?", should this be the "Financial institution" if I had this with Fidelity?
2- "Is the IRA/SEP/SIMPLE box on this 1099-R checked?", is the answer here "No, the box is blank"?
3- I have "Do any of these situations apply to you?", should I say "None of these apply"?
4- I don't have the question "Did you use your IRA to pay for any of these expenses?", what should I do?
