Originally Posted by 48Fire
So can't you just do two withdrawals, one that nets out the original, and the second for your original intent? I am guessing 99.999 percent of these errors are not on the fund end.
Yes, I'm sure it was my mistake and I can do the two withdrawals.
I'm just wondering how/if I should document this mistake for tax purposes.
I'd like to avoid getting a 1099-Q for "2 times the real distribution" - as I don't have expenses to match the 2x amount.
I just didn't know if the fund company can do a "reversal" or something to make my mistake not look like a deposit and withdrawal.