dmertz
Level 15

Get your taxes done using TurboTax

I concur, TurboTax is including the distribution from the inherited IRA on the beneficiary's Form 8606, which is incorrect.

 

I also noticed that TurboTax is no longer presenting the option for indicating that an entire traditional IRA distribution was converted to Roth.  It's now necessary for some reason to indicate that a combination was done, then enter the amount that was conversed.

 

The developers have really mangled the 1099-R stuff this year, more than usual.