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January 20, 2023
Question

Why does turbotax ask who I inherited my IRA from when I did not inherit it?

  • January 20, 2023
  • 1 reply
  • 0 views
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1 reply

JohnB5677
January 20, 2023

When you go through the interview it will ask " Do any of these situations apply to you? "

 

 The options are:

  • I took out this money due to a qualified disaster.
  • I inherited this IRA.
  • I moved some or all of this money to my HSA as a one-time contribution.
  • I need to file a substitute 1099-R.
  • The corrected box is checked on this 1099-R.
  • None of these apply.
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