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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.
March 14, 2021
9:17 AM