When going back into the FAFSA to use the IRS retrieval tool it gave an error message that I need to check the amount in the non-taxed annuity box to make sure it does not include roll-over amounts. It is all from a rollover. If I correct it, I loose all the retrieved info. If I don't, I have to click "OK" and then I keep the retrieved info.
Daughter's college said keep it in there (she lost all of her grants according to the FAFSA report at the end now). I am supposed to send a copy of the paperwork that shows it was a rollover and they will correct it on their end. Does that sound right? I have my son's FAFSA, too in another state that I was able to link right when I did filled it out the first time. Now I am going to guess it wasn't linked after I made the corrections after all. I will have to go back in and correct that, too.
I am sure I am not the only one dealing with this. What is the best way, expected way? FAFSA was no help when I called.
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