I think I "solved" my problem but I'm not sure how; I deleted my 1099-R completely (I thought) from Turbotax, and thought I would wait a while until all of the relevant updates had been made. But I got curious and opened the 1099-R Summary form. What I found was that even though I had deleted the 1099-R with the inherited IRA distribution, it STILL SHOWED on the 1099-R Summary Form. How can that be? Anyway, I edited the amount of the rollover on that form to be the correct amount. And then I re-input the 1099-R data through the step-by-step process. Lo and behold, the 1040 now CORRECTLY shows the rollover amount and correct taxable amount. Technically speaking, the 1040 is correct. But it really troubles me that even though I had deleted the 1099-R, the (incorrect) data stayed on the 1099-R Summary Form, which should also have been deleted. What is going on?????? It really makes me worry about the quality of this product.
