macuser_22 wrote:
"The only purpose of the "is this an inherited IRA" question is to prevent rolling over an inherited IRA that normally is not allowed. Say NO, it is not inherited to bypass the block."
I did not delete the 1099-R as you suggested, but I did set box 7 back to the reported code (4) and try your suggestion above.
It worked and gave the same correct results on the 1040 as the solution I posted in my last post.
So both solutions worked. Thank you for that! Good catch!
I would call this a TT bug since answering that it is an inherited IRA (which it is) yields a dead end. TT currently has no support for rollovers of inherited IRAs under the CARES Act.
