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Lump Sum Distributions Worksheet Complains About My Form 4972, but I don't qualify for it
In TurboTax Deluxe for 2022, on Form 1116, the Lump Sum Distributions Smart Worksheet is throwing an error saying that "Line B should not be larger than lines 6 and 12 on Form 4972." But, there is no Form 4972 in my TurboTax forms and the IRS says that I don't qualify to use that form because my Canadian RRSP one-time lump sum distribution (entered as such) didn't originate with me or anyone else born before 1936 (I was born many years later). So, TurboTax won't pass its internal checks and I don't know how to fix or bypass this problem within TurboTax! Any ideas?
March 18, 2023
5:29 PM