I have verified that all IRA distributions are correctly assigned to the correct person. Thanks for that, as in one of my earlier reviews I did notice that Spouse's distribution had been tagged as Taxpayer's, but when I corrected it, it didn't create an 89606-S. The 1099-R Summary reflects Total gross distributions from Box 1 of Form 1099-R has values for both spouses. Taxpayer had a normal distribution, Spouse had a distribution from an Inherited IRA. Is that the reason? Even though a distribution from an Inherited IRA is taxable, is it treated differently than a regular distribution regarding form 8606?
