shirley16
New Member

Retirement tax questions

It is now March 14 and it appears that the problem has not been fixed.  I was able to zero out the basis for my inherited IRA and thus eliminate the form 8606, but box 4a of the 1040-SR now shows nothing.  I believe the amount distributed from the inherited IRA should show up in both boxes 4a and 4b.  I haven't tried to run review or e-file yet to see if this will work.  

 

From what I'm reading here, filing for next year is going to be a mess since I will also need to take RMDs from my own traditional IRA which has both deductible and non-deductible contributions.