Get your taxes done using TurboTax

Okay, I tried it again and got the same result that I got last time.  We seem to get different results.  Maybe that's about using different TT versions.

 

After the screen that asks me if it is an inherited IRA and I answer no, it gives me this screen:

 

Screenshot - 3_12_2021 , 4_13_47 PM.png

 

I notice that even in your screenshots when you answered No, it asked you "When was this INHERITED IRA...."

 

...Which makes no sense because you just answered that it was not inherited.

 

Anyway, the bottom line is that the return appears to be accurate now.  Had I known it would be such a hassle to handle this I probably would never have returned the RMD to begin with.  I was counting on TT to breeze me through it but it disappointed.

 

Thanks for all your effort and help.  I learned some things from the things you said.  I appreciate that.