dmertz
Level 15

Retirement tax questions

@MickeyM00se , I'm unable to reproduce that symptom.  You are indeed using the latest version of TurboTax, Release R24.

 

Do you have any other Forms 1099-R that you've entered?

 

I suggest making a copy of your tax file on which to experiment, then deleting Form 8915-E and allowing it to regenerate.  Also try deleting the 1099-R, deleting the 1099-R Summary if it remains, then reentering the Form 1099-R manually.

 

What is the code in box 7 of the Form 1099-R?

 

Any basis in nondeductible traditional IRA contributions?

 

Have you examined Form 8915-E lines 5 and 19?