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I apologize for the delay in my response. I re-entered all of our 1099-R's by hand and the number comes out the same. However I did notice that as soon as I entered the final 1099-R, which was for an inherited IRA annuity, that is when our Modified AGI in Worksheets 1&3 went down significantly. If I change it to not be inherited, the Modified AGI goes back up. So I suspect that the Modified AGI calculation is not counting the inherited IRA annuity distribution, or part of that distribution, as income. Can that be correct?
March 23, 2022
7:12 PM