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Retirement tax questions
I am glad that you found a workaround that works for you.
For others, please note that as dmertz and macuser_22 have noted elsewhere, the issue is that in this situation (two IRAs, one inherited), the basis for the two IRAs should not be conflated. Unfortunately, at present, TurboTax creates only one 8606, when it needs to create two.
I mention this because your results will change every time you run through the 1099-R interview, depending on which 1099-R you are working on and whether or not you left the 1099-R partway through whether it shows you the table of 1099-Rs and asks if you want to enter another one (as it turns out, this is not the end of the 1099-R interview).
Bear in mind that there is only one 8606 when you are re-running through the 1099-R, i.e., the basis will be the basis of the last 1099-R you did.
I hope this helps as you do workarounds to the issue.
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