Dear DMertz,
Thank you for your very Gracious and Knowledgeable help. I could not have gotten this far without you. I hate to trouble you, but the deadline is approaching very fast.
Based on this same model we have been talking about,
1) On 2021, 1040-SR IRA Distributions Line 4a shows a (Zero) 0; where Line 4b also shows a (Zero) 0 that came from Form 8915-F. This seems strange since the 2020 Tax Return is as follows:
2) On 2020, 1040-SR IRA Distributions Line 4a shows $21,935 ($1,828 plus $20,107 ($60,322/3yr)); where Line 4b also shows $21,935 ($1,828 plus $20,107 ($60,322/3yr)); that came from Form 8915-E Lines 17 & 19.
It looks like something is not correct on missing in 2021.
If you would be kind enough to revisit it and give me your take on it.
Thank you so very much,
AWB
