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tb-1968
January 25, 2025
Question

If my distribution from an inherited ira was not an rmd how do i clarify that on the rmd excess accumulation worksheet?

  • January 25, 2025
  • 1 reply
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    1 reply

    M
    MAK70
    January 25, 2025

    After you enter the 1099-R, you will want to look for the follow up question in the TurboTax interview:

     

    Do any of these situations apply to you?  Select I inherited this IRA.

    On the next screen, you can indicate who you inherited the IRA from, and the year you received the funds.

    Continue through and look for the screen that asks when the decedent was born.

     

    This will correct the RMD information for you.

     

     

     

     

     

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