Retirement tax questions
First, thank you for your willingness to assist and, second, I apologize for my ignorance and not getting this.
With that said, these instructions that I screenshotted mention nothing about a 1040. Instead, they tell me to reference my 2020, 8915E. Again, when I entered these details last year, TurboTax created the 8915E document. I downloaded it and for reference I have it open right now.
To be clear and to triple-check, I re-opened the document and entered the details exactly as they are in the 8915E. Line 4 column b, has the value of $100,000. (This is the full amount I withdrew from my IRA.) Field 9 is NOT checked, and the field is blank. Field 10 is also empty. On my first attempt, I entered empty values in all three of these fields that are requested by TurboTax this year.
Last, field 17 is also NOT checked, but has the value of $33,333 enter in it. So, for the field "2020 Form 8915E, line 17, if you checked the box on that line, enter 0" in TT the year, I entered $33,333 since that's what's in field 17 from my 8915-E form. Last, field 18 is empty and for what ever reason, they ask for field 17 again in TT, so I again entered 33,333.
Again, I'm not trying to sound rude and I do appreciate your help, but I am entering my data from last year as I see it, and I still can't get this to finish properly. What am I missing? Since there is no personal info on this portion of the document, I am including screenshot of my 8915E's related fields.
