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March 30, 2025
Question

How do I tell TurboTax that the distributions received are inherited?

  • March 30, 2025
  • 2 replies
  • 0 views
amounts reported on 1099R

2 replies

Employee
March 30, 2025

If the distribution is from a pretax retirement account it is taxable whether or not it was inherited. 

March 30, 2025

You should be able to select that it was inherited in the follow-up questions:

 

  1. Click on "Search" on the top right and type “1099-R”  
  2. Click on “Jump to 1099-R”
  3. Enter Form 1099-R information and click continue
  4. On the "Do any of these situations apply to you?" screen select "I inherited this IRA"

 

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