skst
Returning Member

Get your taxes done using TurboTax

I am not convinced that it is not a bug when TT20 copies the wrong value to line 7--regardless of how that value came to be.

 

I also noticed that when you and I say "No, this IRA was not inherited," TT20 still asks when the person died. (Presumably because we entered "Distribution code 4" which is death.) If it's not inherited, who died?

 

Also, using your method prevents ticking the Inherited IRA box "from someone other than a spouse" (in my case). This seems like an indefensible omission in my return since it is, in fact, inherited.

 

Therefore, I think it's more accurate (and easier) to enter everything correctly and then go into the Form 1099-R and manually tick Box B1. (Again, it seems like another bug that TT20 does not give the user the opportunity to roll over an inherited IRA distribute, given the CARES Act.)

 

By the way, overriding a value in the 1099-R Summary does not prevent me from e-filing.