Thanks, Amy. Sadly, what you suggest does not work - the RMD amount is still showing up as taxable income on line 4b of my 1040. It appears to be a bug with the software for inherited non-spousal rolled back RMDs that TT seems to be unwilling/unable to fix. I have a case number for the issue but the people reviewing the case gave me a solution that seems to address exception 2 in the 1040 instructions (p. 25), not exception 1, which is my issue. Because the TT email address that the “solution” was sent from does not receive any incoming messages, I can’t reply with that feedback. Any suggestions you have as to how to get this correction fixed in the software would be most helpful, although it’s now a bit less urgent with the tax deadline extended to May 17.
