dmertz
Level 15

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.