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Retirement tax questions
Thanks for the update! FWIW, I "fiddled around" the the individual forms today. I was able to find the right fields to over-ride the basis value for the Inherited IRA (0) and also correct the Individual IRA contributions and that separate basis listed on the 8606 forms. The numbers look much better now. I also got the red "!" to disappear by editing the correct fields - which is not always the first one you click on... you may have to follow it down the rabbit hole. No red "!" still does not mean it will pass the eFile verifiers. I'll be patient while TT fixes this issue (hopefully before filing deadlines). See the thread I referenced above.
I also noticed there was a large update applied today when I opened TT2020. Stay safe, stay alive! Peace.