Deductions & credits

Can we claim a bounty for finding a bug? 😁

 

I was going to send some screen shots earlier, but thought that might be overkill. Since you did, here is the sequence of screens....

First, everything is entered correctly on the 1099-R.

  • Tax WAS withheld.Distribution.png
  • The sequence of IRA Questions is.....IRA Trad Select.png
  • Yes on the following brings up the RESERVIST? Q (NO), Then AMT Screen.
  • NO, brings up the AMT screen.IRA YES OR NO.pngIRA AMT2.png

No Change of mind.pngExcess 2018.pngNON DED.pngIRA Result snap 1a.pngIRA Result snap 2a.pngEXIT.png

I never GET a basis question on the interview.