@dmertz
I have managed to build a test case that has the "Check this Entry" in the Review: Form 1099-R (IRA distribution) Taxable amount must have a value, even if it is zero". The user is asked to make an entry in box 2a.
Input for test case (note: not guaranteed to be identical to the poster's):
Box 1 has a gross distribution amount
Boxes 2a through 6 are empty
Box 7 has "4-Death"
IRA box is checked
All other boxes are empty
Did [name] inherit the IRA? - YES
The IRA was inherited from someone else who passed away
The person passed away in 2020
The IRA did not have any nondeductible IRA contributions (the poster admits that she has no idea, since it belonged to her parents)
Original owner was born after June 30, 1949
We would appreciate your insight.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
