@bobweissman wrote:
@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.
That was reported months ago but I doubt that they will make any change just for the remainder of 2020 tax season, since the workaround is to just say no and the only purpose of the question is to *prevent* rolling an inherited IRA over.
**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.**
