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Thank you for the continues replies. If the contribution to the traditional IRA was withdrawn immediately and deposited into a Roth, there would be no basis in ...
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Katie, thank you for the response. I did reach out to Intuit support on the phone and spent nearly twenty minutes with a patient gentleman who could not get thi...
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This did not change anything. I'm still left with being forced to override lines 8, 9, 10 ,11 which should be completed in this scenario. Nothing I have tried w...
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The 1099-R shows the full amount in Box 2A with the "taxable amount not determined" box checked. It's code 2. I believe that is correct. It was an early withdra...
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First, thank you for all the responses.The only boxes I see on the federal worksheet are the percentage for private activity bond interest and line 4 where you ...