Thank you for the reply, DianeW777. I think I did not post this in the correct place, I don't see the actual fanfare post I meant to refer to, but your response was helpful nonetheless. I had been wo...
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Thank you for the reply, DianeW777. I think I did not post this in the correct place, I don't see the actual fanfare post I meant to refer to, but your response was helpful nonetheless. I had been wondering about the method fanfare recommended in which you do "fudge" the 1099-R to show the Taxable amount you calculate with your manually created Inherited IRA Form 8606, then you e-file, then once it's accepted you send in the inherited iRA form 8606 you prepared with a singed 1040-X that is blank b/c you aren't changing anything. But you have "fudged" things to get TurboTax to print the correct numbers (I have to do this for NJ too b/c of backdoor Roths that confuse TurboTax), and I'm not sure what errors would therefore be transmitted, so I guess paper filing is the way to go to avoid injecting confusion/errors. It is VERY frustrating that we cannot just generate the correct Inherited IRA Form 8606 and include it with our e-file!!!