Baking617
New Member

Get your taxes done using TurboTax

I've had this same issue.  For 2021 and 2022 tax years I was able to fix it by switching to form view, selecting form 8880, and deleting all the erroneous entries in the "Line 4 Smart Worksheet."  But for 2023, it carried over the distribution from form 1099-R directly and wouldn't let me delete it.  After much gnashing of teeth and pulling of hair, I finally figured out I could enter an offsetting negative number on another line in the "Line 4 Smart Worksheet" to zero out the entry for line 4.

 

I hope this helps someone else.

 

To be clear, this applies to someone taking distributions from an IRA inherited from someone other than your spouse.  You also need to be under certain income limits, making contributions to your and/or your spouse's IRAs, 401(k), or 503(b) accounts, and not taking distributions from those accounts.