The answer seemed to be that the taxable IRA withdrawal for me (spouse) was from an Inherited IRA. For my husband (taxpayer), the taxable IRA withdrawal was an ...
The distribution code seems to be the answer, even though I don't see Inherited IRA distributions listed as a reason to not count them for the 8606. To test thi...
I have verified that all IRA distributions are correctly assigned to the correct person. Thanks for that, as in one of my earlier reviews I did notice that Spou...
A further update - the correct Nondeductible IRA data for both taxpayers is still showing on the IRA Info Wks form. I just need Turbotax to recognize it and cre...
