I took the RMD on 12/7/21 and did the indirect rollover on 12/9/21. If I use the "bad" 1099-R, my tax calculation is wacko (not trivial in my return) and I can find no place in the return where it is corrected.
Everything you said make perfect sense except that I tried to manually enter the Vanguard 1099-R several times and the software prompted for answers to specifics as follows;
- did you inherit the IRA
- transfer to charity
- health savings account?
- qualified disaster?
Other than above, at no time did TurboTax ask "what I did with the money". I am using TurboTax Premier. The distribution code in the Vanguard form is 7, is it possible that a different set of questions are asked using a different code? What am I missing? Can you provide a pointer, possibly using the Insert Photo (camera icon) feature?
