Skip to main content
March 18, 2025
Question

I erroneously said an inherited ira account belonged to my husband and not me, but there doesn't seem to be a way to correct it. any suggestions?

  • March 18, 2025
  • 1 reply
  • 0 views
how do i correct who an inheritated ira belongs to in this system without starting over?

1 reply

March 18, 2025

Please go back to the retirement section:

 

  1. Click on "Search" on the top right and type “1099-R”  
  2. Click on “Jump to 1099-R”
  3. On the "Here's your 1099-R info" screen select the pencil to edit the entry
  4. On the "Who does this 1099-R belong to?" screen select who the IRA belongs to. 
**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"