Question
Taxpayer is 82 yrs old. mistakenly ACH'd $4K from her bank to her IRA instead of inv acct w fidelity. 1099R Box 8 received....proconnect treating as a taxable event?
$4k was not in IRA for more 4 days before it was removed and transferred to investment account. How do I identify this on proconnect as a non-taxable distribution?
