George4Tacks
Level 15

I believe I made some misstatements earlier, my apologies. I think I now have your input for the original scenario.  I was a bit confused by your original number

purOrig.JPG

I now figured out add the 2000 contribution to the 2000-2019 contribution = 55,500. I assume the earnings was a mistype and it does not seem to come into the computations at all. It appears the earning were NOT distributed.

Here are my input screens

Pur8606.JPGPurConv1.JPGPurconv2.JPG

And this is what I ended up with

Pur5329.JPGPur8606.JPG


Answers are easy. Questions are hard!