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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?
‎April 1, 2021
9:20 AM