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Retirement tax questions
I was probably not clear in my notes. I only used 7 as an example to show the rollover screen that should come up at the end. When I created the clean 1099-R, I used 4 and None of the above I got the same rollover screen. The only workaround in this whole mess is that one may need to create a "clean" 1099-R and do not select "I inherited this IRA" if you want to see the rollover screen at the end. You are quite right to point our that all of the entered information must be consistent with what is sent to the IRS.
‎January 21, 2021
8:18 PM