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Retirement tax questions
It appears that any tax return that includes Form 8606 Part I is being intercepted because those who do have Form 8606 Part I and a distribution from an inherited IRA will have a calculation error on the form. It seems that all tax returns that include Form 8606 Part 1 are being intercepted because the information in the e-filing is insufficient to know if the tax return includes a distribution from an inherited IRA or not, even though that information is in the TurboTax tax file.
‎February 27, 2021
10:21 AM