You're right. Somewhere I missed one step here or there. Either the tax basis not entered correctly or the interview question didn't pop up or some amount has been incorrectly updated by me. I cleaned up all the 1099-R forms and started from scratch. This time, the interview question somehow doesn't pop up, but I was able to search the exact phase and "jump to" the form directly and entered the information correctly.
Finally it worked. Thanks so much again for all your expertise and patience! Really really appreciate your help!
Have a good evening!
