@AM65 wrote:
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.
Some answers go on different forms. Simply repeating the interview and bypassing that question down not changed the original answer on the form. Editing the form is not a "reset" - deleting the form is.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
