I know TTD was excluding 2 1099-Rs, only one was IRR. Since the "excess" amount was only about $1K either one would have . Fidelity's 1099-R did say it was a correction when I imported it to TTO. The only thing I can think is that the "IRA" or the "amount not determined" box was not check but I am sure I would have checked the IRA button or it would have been caught in the follow up questions. If there was not issue with the diagnostic, everything must have been entered correctly. My question is what did you see in boxes 11 thru 16 on the Roth IRA sheet when you opened the diagnostic before you did anything else?
After exiting, updating software and reopening the "excess" screen disappeared and showed no errors but the Roth Sheet still showed the excess. Maybe the update fixed something?
After going through the individual 1099-Rs after downloading the diagnostic those blocks actually changed to 8,000 and didn't show any excess and excluding the Fidelity 1099-R. I wish I would have taken a screen shot as I know what I was seeing.
It seems like the standard answer here is Turbo Tax is always right. I just want to know what the root cause of this is. It seems like there is something about going through the questions again that actually triggered it to do properly
