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Level 1
February 15, 2026

Inherited IRA

  • February 15, 2026
  • 1 reply
  • 7 views

I have an inherited IRA, Turbotax is giving me pro-rata for my Roth recharacterization.  I searched the posts and didn't find a work around. I deleted and re-entered but came out the same. Gemini says it's a known issue, any work around? Thanks

1 reply

KrisD15
Level 15
February 16, 2026

Was this a Traditional IRA when you inherited it? 

Was it inherited from your spouse?

If it is considered a "Non-Spouse" inherited IRA, what year was it inherited? 

 

 

 

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