Re: "inherited IRA" rejection code from Feb 26.
Here is my data for your Venn diagram:
My wife and I for years have e-filed with TT Deluxe downloaded version using Win 10...
1. Trad IRA for each of us
2. Yearly distributions (partially taxable)
3. Two 8606's, with basis carried year to year (TT recalculates basis correctly every year based on distribution amount)
4. Two 1099-R with 7 & X in Box 7
5. NO contributions
6. NO Roth or Roth conversions
7. And, of course, NO inherited IRA.
Note: Most posters have Roth conversion. We don't. I have a self-created Excel tax spreadsheet that calcs IRA bases yr to yr, and it always matches TT's calcs. TT has always worked great for me for many years...until this year. Will wait to re-file until other posters refile without Rejections > 3/5. Hoping that successful re-filers post their results.
