AM65
Level 2

Retirement tax questions

Thanks for your suggestion to delete and add the initial distribution. That did the trick! I recall that when I initially added the distribution, I indicated it as a CRD but I also explicitly recall changing the CRD status to non-CRD. I guess that status switch did not get applied correctly so deleting and re-adding would have been the correct workaround.  I believe this to be a bug that should be fixed and folks should be aware of this issue until it is fixed in the online version of TurboTax.

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