I have an inherited Roth IRA (decedent died prior to 2018, decedent's account was open for longer than 5 years). I also have my own Roth, from which I've never taken a distribution (btw, I'd have to pay a penalty if I did, as I'm not of retirement age).
I take RMD's from the inherited account every year (no federal tax withheld or due) so I'm accustomed to how TurboTax walks you through adding the 1099-R.
However, this year, after I input the 1099-R from the inherited account, it starts asking me about MY Roth account (contributions, etc). I think it's confused and it's trying to subtract the distributions of the inherited account from the contributions of my personal account. When I look at the forms, it's putting my prior contributions for MY Roth into line 23 of the IRA Information Worksheet, and then the distribution from the inherited account appears on line 38 of the IRA Information Worksheet, with the difference appearing on line 51 of the IRA Information Worksheet. But really these two things aren't related (the inherited Roth distributions have nothing to do with the basis of my personal Roth), and in prior years TurboTax knew this.
1. Is this just a new error maybe from some missed update for the SECURES Act? Or is there something I'm missing? Or some flag I can hit so TurboTax EasyStep doesn't lead me down this rabbit hole after I input my 1099-R?
2. The IRA Information Worksheet isn't sent with my return, correct? So even if these erroneous numbers on lines 38 and 51 stay in this worksheet, it won't cause me issues with the IRS?
