rahines_01
Returning Member

Retirement tax questions

Hello!

Turbo Tax is automatically including my distribution from my inherited IRA (which has no after tax basis) in the form 8606 along with the distribution from my Traditional IRA (which does have basis).  In the Form 1099-R for my inherited IRA in Turbo Tax, the box is checked that it was a inherited from a non-spouse.

 

I'm trying to override the numbers on the 8606 form to exclude the inherited IRA distribution, but it's not working (getting the Not Done ! error).  How can we fix this? 

Thanks!