Okay, thanks. I missed that the forms needed review after importing. So, I ran through all the steps and marked the appropriate boxes. However, I'm still not able to pass the Smart check.
Error message is "Taxable amount should not be zero if there is no prior year excess traditional IRA contribution on line 4 of the IRA Information Worksheet." Error appears on both 1099s that have the QCD where the taxable amount should be zero. I've not had excess contributions ever, so I'm not sure what's going on.
I should have told you where (which step) I was getting the error from. That might have helped you.
Of course, there's always filing with the "error" intact, but as I mentioned, I have time.
Thanks for your help!
Bob Maynard
