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Deductions & credits
@BillM223 , I have closed out of TT, cleared cache and cookies, restarted the browser, logged back in, deleted the 1099R at issue, and reloaded it from my financial institute. Checking all of the information I proceeded to the questionnaire, where I apply the following:
I then select the the individual was born before 1951...
After this, there are no more questions and it brings me straight to the summary page for investments.
Interestingly enough, if I do not check the Inherited box in the first question, I then get the additional questions of IRA rollover, followed by HSA contribution amount.
‎February 19, 2025
3:55 PM