Before taking action
Consult a qualified U.S. tax professional about transaction eligibility and reporting. A lower modeled tax amount does not establish suitability. Verify operational requirements with the custodian and receiving retirement plan.
No official filing
The simulated line worksheet and reports are not official IRS forms. No CPA certification, IRS endorsement, guaranteed outcome or comprehensive state-tax coverage is represented. Professional review is especially important for unsupported exceptions and missing historical records.