Get your taxes done using TurboTax

BillM223 · ‎March 8, 2024

Did you see a screen like this?

This screen prefills in your distributions for 2023.

BUT, if you read the Learn More pop up, you will see the list of distributions that do not reduce your contribution for the calculation of the credit. That is, you should not enter or zero out any distribution on this list.

Note item #9.

TurboTax may know that you had prior year distributions, but I doubt that the detailed information about things like an IRA inherited from a non-spousal beneficiary is part of that information. This is why this screen pops up to enable you to zero out "ineligible" distributions.

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