Hi, DanaB27, thanks for the help.
Following along, I finished step 8) On the "Your 1099-R Entries" screen click "continue"
8.1) I then get "Did XXX inherit the IRA from YYY?" --> answer NO
8.2) "What did you do with the money from YYY?" --> a) moved it to another retirement account, or b) did something else with it, e.g. cashed it out. --> answer "did something else with it"
8.3) "Did you put this money in an HSA?" --> NO
8.4) It returns to the list of "Your 1099-R Entries" --> Continue
8.5) "Did you take any disaster distributions?" --> NO
9) "Any non-deductible contributions?" --> YES
10) "Find the IRA Basis" --> the basis is correct because carried forward from TTax last year --> Continue
10.1) "Tell us the Value of your Traditional IRA" --> entered (NOTE that Line 18 does NOT update at this time in the "IRA Info Wks")
10.2) Check for RMDs --> received the complete RMD --> Continue --> back to Income Summary
11) At this point, the correct IRA value from 12/31/22, entered in 10.1 above, is NOT in "IRA Info Wks" line 18, but it definitely should be, as it makes a great deal of difference to the final tax.
Thanks, DanaB27, for your help! Let me know if this might be a bug where you want me to upload the file. Otherwise, I'm okay for now.
