Retirement tax questions


@macuser_22 wrote:

What code is in box 7?  

 

And I left out one question  with my screenshots - The "Is this IRA Inherited?"  must be answered NO or that will block the rollover question because inherited IRA's are normally not eligible for rollover but can be for 2020 only.


Code is "4-Death" as it should be.

 

So I can work around this. But it's a TT defect because TT should know everything about 2020 special cases. And oddly, TT still asks when the person died even after I've gone back and said the IRA isn't inherited.

 

Thanks for the help.