This subject has been discussed elsewhere but after following the latest advice, the IRS is rejecting my e-filed return due to the way the beneficiary IRA is being handled. When I entered the 1099-R (after deleting the existing copy) I marked it as a beneficiary IRA but did not mark it as an RMD and then I was asked if I rolled it over, if it was the full amount, etc. I did all of that and TT correctly handled it as a rollover per the 1099 worksheet. So my bottom line numbers were correct, but there's something that the IRS apparently doesn't like with the data being transmitted by TT. Looking at the forms that would be mailed to the IRS, there's really nothing in them that explains exactly how you came up with the taxable value for the withdrawals other than the "ROLLOVER" note. So what might be going wrong?
I might take one more stab at this in a week or so (in case a fix appears) and if it's rejected again I'm just going to mail it in with some extra supporting docs showing the the funds were redeposited and then see what happens from there.
