@dmertz wrote:
Nothing about a Form 1099-R for a distribution from a distribution from an inherited IRA prevents the tax return from being filed now.
If I filed now with no tax owed on the distributions, the return would surely be flagged.
@dmertz wrote:
However, even if something related was still not yet approved for filing, TurboTax would still be doing the calculation correctly because nothing has changed from 2022 with regard to calculating the taxable amount of this distribution.
That's my point. Something is related and its still not yet approved for filing. The IRS delayed the ruling until 2024.
I can almost guarantee that the reason my refund on my 2022 return was delayed for months was because of this long legislation issue going on. They held my refund for absolutely no reason !
If I were to file now (and I'm not going to) it would be flagged for two issues :
1.) because the return involves an inherited IRA and RMD's .
2.) because of the miscalculation on the tax owed for distributions
