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by PopAlongKid 100 days ago
>1099-Rs from multiple inherited IRAs

There is nothing complicated about these, a 1099-R is one of the more straightforward info forms and any tax software can handle the input numbers and distribution code. Whether the IRA is inherited or not does not add complexity to the 1099-R, so not sure why this attribute gets multiple mentions.

The only other thing that might be considered complicated is the Form 1116 foreign tax credit. MFJ filers don't need it if total is $600 or less, so this might have added needless complexity.

Interesting that there is no Schedule A here, because that is one form (of many) that gives the lie to those who claim "oh the government already knows everything about your tax filing and could generate your return for you".

In short, this exercise didn't really involve any "intelligence" beyond what every tax software already does.

>E-filing isn’t available for trust returns

False.