@gatorlynch wrote:
Anybody figure out a solution to this?
With an Inherited IRA, distribution code 4 is checked in box 7.
This seems to not allow the whole tell us what you did with the money option ...
Yes, I figured this out today after beating my head against the keyboard for a few hours.
You must go back and tell TT the IRA is not inherited. Inherited IRAs are generally not eligible for rollover. This is a tax year 2020 exception which is not programmed into TT.
