I surpassed the 7.5% by a lot this year, largely because of Mrs. Squirrel's expensive self-paid health insurance. ... View more

@macuser_22 wrote: BTW - good to see you back "RJS". Hey there. I haven't got the hang of this version of the TT forum, so I'm not around much. I find the navigation non-obvious, and I don't like sites where you get to the bottom of a list & have to "load more".  ... View more

Granted the workaround is trivial, but first you have to know about it. I see I'm not the first or last to come here asking about it.   Changing the logic should be simple. I'll wager there's something like a if (! ira.inherited) { AskWhereTheMoneyWent(); } conditional in there which could be disabled for TY2020. And if I'm wrong and it would be not so easy to change the code, some text on the relevant step-by-step pages could instruct the user how to handle this. It would have saved me some head-on-keyboard bashing. ... View more

@gatorlynch wrote: Anybody figure out a solution to this? With an Inherited IRA, distribution code 4 is checked in box 7. This seems to not allow the whole tell us what you did with the money option ... Yes, I figured this out today after beating my head against the keyboard for a few hours.   You must go back and tell TT the IRA is not inherited. Inherited IRAs are generally not eligible for rollover. This is a tax year 2020 exception which is not programmed into TT. ... View more

@davidharold12 wrote: I just tried your response to my question, but the screen "Did (name) repay any of this distribution?" never came up.  Today, I down loaded the latest Turbo Tax updates so the system is up to date.  Thanks again for trying to help.  Maybe I'll be doing my taxes manually this year. The question I see in TT for Windows is different: "What did you do with the money from <this payer>?"   @davidharold12, is yours an inherited IRA? If so, you have to tell TT that it is NOT inherited. Then it will not skip over this question. I just encountered the same thing and this is the workaround. ... View more

@macuser_22 wrote: What code is in box 7?     And I left out one question  with my screenshots - The "Is this IRA Inherited?"  must be answered NO or that will block the rollover question because inherited IRA's are normally not eligible for rollover but can be for 2020 only. Code is "4-Death" as it should be.   So I can work around this. But it's a TT defect because TT should know everything about 2020 special cases. And oddly, TT still asks when the person died even after I've gone back and said the IRA isn't inherited.   Thanks for the help. ... View more