rahines_01
Returning Member

Retirement tax questions

Is there any way to reach out to the forum administrators to recommend a fix? 

 

It appears that TT is supposed to automatically populate line 1c on the Form 1099-R Summary from the "third and fourth check boxes in the inherited IRA section of the Form 1099-R Worksheet".   TT is ignoring this information and not populating this field.  I've overridden this field with the correct information and that fixes all of my calculations to get to the correct result, but as you said, I cannot e-file with an overridden field.   Worse case scenario is to print out my return and mail if not fixed by the due date.

 

So disappointing, to spend good money on a product that isn't calculating my taxes correctly.