Solved
Husband passed Dec 2022 Received a 1099R for $976.08 for 2023. Box 7 marked 7. Turbo asking me if I want to roll into my existing IRA or in a new one. Advice???
How should I handle this?
Let's back up. What did you do with the $976? Is the 1099R in your name or his name? Turbo Tax is not asking what you want to do but what you actually did with it. My husband died in 2023 and Vanguard moved his IRA into my IRA and did not give me a 1099R for it. You got the 1099R because you took a distribution.
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