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Get your taxes done using TurboTax
Same rejection reason has happened to me. There are 2 traditional IRA's and one defined benefit plan 1099-R. NOTHING INHERITED!! And, two of the three exactly like last year. I do have after-tax basis in the new IRA's which apply for the first time in 2020 as it was the first year a distribution was taken from the spouse's IRA. I even went back and deleted all the original 1099-R form entries and re-did them to try to get around this rejection issue. Sounds like if this last attempt comes back rejected again, just going to have wait on 3-5 to arrive. GRRRRRR.
March 3, 2021
5:53 PM