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george100
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  • Bingo, it worked just as you suggested! TurboTax made the adjustment involving my "Indirect Rollover" and my tax is properly calculated. Thanks, I can breath ea...
    george100
    Updated Feb 03, 2022
  • Bingo, it worked just as you suggested! TurboTax made the adjustment involving my "Indirect Rollover" and my tax is properly calculated. Thanks, I can breath ea...
    george100
    Updated Feb 03, 2022
  • Thanks, my TurboTax Version is: WinPerRelease 021.000.0421 I found the script of questions which you reported (not sure why I missed it previously). Will go ba...
    george100
    Updated Feb 03, 2022
  • I took the RMD on 12/7/21 and did the indirect rollover on 12/9/21. If I use the "bad" 1099-R, my tax calculation is wacko (not trivial in my return) and I can ...
    george100
    4
    Updated Feb 03, 2022
  • Thanks for your reply and I understand your suggestion.I neglected to include the fact that the substituted 1099-R was generated using TurboTax Form 8812 which ...
    george100
    7
    Updated Feb 03, 2022
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