Retirement tax questions

^^^ Absolutely correct.  It's not just TT gets the "Inherited IRA" basis wrong (should be 0 in most cases), they mingle and confuse the "Personal IRA" basis too with the "Inherited IRA" (no basis) . Any non-deductible contributions which must be recorded and carried forward on 8606 yearly are hosed up.  Without the 8606 records, those contributions will be taxable. 

 

I hope we can find a way thru maybe the "forms view" by checking the right boxes and overridding figures, while TT support continues to ignore the problem.  If we can at least get the #'s right and no red "!" we may be able to eFile without it kicking back errors.  Sometimes the eFile also does not like "over-rides" b/c it fails some of it's checks.   We know as long as there is any red "!" for sure will not eFile.  

 

This is the biggest math FUBAR I've encountered in TT, this late in the season, in decades. The Level1/2 Customer support ignoring this thread and not bothering to understand or re-create the problem is just  poor customer service.  This "bury my head in the sand" is NOT what customers are paying for when we purchase these versions.