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Thanks for your help - I do appreciate it - what kind of reply from an Intuit person can I anticipate?
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Has anybody figured out the workaround to this IRA rollover issue? I know it is our busiest time of the year but I'm still "hanging" for how to solve what I bel...
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I understand the questions in your reply. Let me try to lay it out in a little more detail.Client has two IRAsIRA #1 is an inherited IRA (code 4) from which RMD...
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Thanks for the reply. I do know what I want the 1040 to show. Client has two IRAs, an inherited IRA and a Traditional IRA. The Traditional IRA has a small amoun...
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Tried that. There actually were distributions from two different IRAs that were partially rolled back. When entered in the rollover section of the 1099-R screen...
