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April 14, 2025
Question

I have a non inherited simple IRA but it asks questions about the original owner. Do I just skip it?

  • April 14, 2025
  • 1 reply
  • 0 views
And it asks if the required RMD was taken. Yes I get monthly distributions

1 reply

KrisD15
April 14, 2025

The program should not be asking about the original owner if the IRA was not inherited. 

 

Please delete the 1099-R if it was imported and manually type it in. 

Double-check the distribution code on the 1099-R.

Select "No" on the "Did You Inherit the IRA ?" screen 

 

 

 

 

 

 

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