Thanks for the feedback.
This 1099R is for "inherited" IRA annuity which rolled into my own inherited IRA at another firm at the time it was split. It is considered a tax free transaction until I begin withdraws from the inherited IRAs. In fact, I have another 1099R for the RMD at the firm holding the inherited IRA. So I don’t know if that changes your suggestion on how I should handle this error in TT.
I thought of trying your suggestion initially, but I was concerned that the IRS would see that the 1099R entry in my tax filing and the one sent by the brokerage wouldn’t match, resulting in an automatic audit.
I still think it’s an error TT should eventually ignore after enough questions or confirmations to proceed despite the error, unless the IRS explicitly requires TT to pass this check before allowing an eFile.
