You said:
“I suggested before to delete ALL 1099-R forms and then delete (in the forms mode) the "IRA information Worksheet" , and re-enter the 1099-R's and see if that fixes it.”
I deleted all 7 1099-Rs, deleted the IRA information worksheet, deleted a couple other forms that held 1099-R information. For good measure, I went back to the 2019 returns and made sure the correct names were atop the worksheets.
This time I entered the $25,000 IRA distribution 1099-R first, watched the refund screen and it was finally TAXED! I entered the IRA %>Conversion to Roth 1099-R and it was taxed! Entered all the others, no problems. Next I checked the FORM 8606 and it was perfect for the first time in 34 days. No ❗️red exclamation indicating something was wrong. Roth Conversion shows in Part II as it should. Never thought I could be so happy to have $5,000 disappear from my refund!
I would pronounce you a genius for not giving up on me along with several others at TT but I’ll wait until the eFile is accepted. ;-D I am stymied at the screen near the end where it has the Charitable Cares Act screen explaining the $300 deduction for joint returns. The entry box is shaded and displays my cash charitable donations total of $1,750. I am taking two standard deductions which is better for us than itemizing. Do I leave that box as is and just hit Continue Or do I override it and type in $300? After spending an hour reading up on this topic, it seems to be a nightmare causing a lot of rejected returns. Do I ignore the box and Continue or override the $1750 and type in $300?
Thank you SO MUCH for your help and patience.
