@jtax I really appreciate all your good, clear information. I also picked up lots of bits of information from all the other contributors which I appreciate.
@jtax,I have competed and submitted my return. There's no way I'd be done by now without your help. I would like to add that as I redid the IRA income section today, I clicked on the Easy Guide button and it did (sort of) guide me through the instructions on increasing my Basis. It updated my 8606 by adding my Spouse's Basis to my Basis and the Easy Guide generated an explanatory attachment for submittal with my return. Now, if TT would just include that in the regular Step By Step Guide , that would be a huge improvement. But without your help, I'm not sure I could have completed the Easy Guide correctly. TT needs to add clarification regarding not calling an inherited IRA an inherited IRA if the account is titled in the taxpayer's name. Thanks for your help. You saved me a ton of time and I appreciate it.
