Thank you for the additional information. I'll bear that in mind.
Can you please answer my initial questions, now modified based on the information you provided...
Just to be clear, TT will not complete a separate 8606 for this account (Fidelity IRA-BDA, no basis) and will not combine this account with my non-inherited IRAs shown on previous 8606's.
and...
When I take a distributions under the 10 Year Rule, all I have to do is correctly answer the questions TT asks about the related 1099-R and TT will add the distribution to 1040-SR, Line 4a. Nothing else.
Correct? Thanks.
