turbotax icon
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Coach209
Returning Member
Member profile
Latest badges earned
  • Interesting. It would have been nice for TT to give the reason why they declined. I appreciate you trying to bring this to their attention. I suspect I am not t...
    Coach209
    1
    Updated Feb 19, 2024
  • dmertz, you solution seemed to work!! I answered differently to the question, "Did ______ inherit the IRA from Fidelity Investments." I had answered "No," so I ...
    Coach209
    3
    Updated Feb 19, 2024
  • dmertz: I will certainly try what you suggest. I will let you know what TT does. Thank you for your suggestions and help!
    Coach209
    4
    Updated Feb 19, 2024
  • I checked this box 7 on the 10699-R and it is marked correctly with a 4" for "death." However, TurboTax still shows distribution from my inherited IRA on line 7...
    Coach209
    6
    Updated Feb 19, 2024
  • But, Form 1116 generated by TT shows the $667 CREDIT (shown on the two 1099-DIVs, line 7) as foreign INCOME (on line 1a for Form 1116).That does not seem correc...
    Coach209
    1
    Updated Feb 22, 2023
Activity Feed for Coach209
Membership stats