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January 18, 2025
Question

Do I need to select "I inherited this IRA" if it was inherited prior to 2024?

  • January 18, 2025
  • 1 reply
  • 0 views
This is in the area of "Do any of these situations apply to you?" It is not clear if it refers to the current year or that it was inherited at any time.

    1 reply

    fanfare
    Employee
    January 18, 2025

    Although the rules are different post-2019 and pre-2020, the Inherited IRA will have rules and you have to identify the IRA as an Inherited IRA.

     

    @5653811