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Beneficiary IRA(Spouse) - Owner of This 1099-R question
Hi
My husband passed away last year, I had to do my husband's last RMD for 2023, and I received the Tax Form with the Box#7 as #4(death) in my name as a custodian for his account.
On Turbotax's "Verify the Owner of This 1099-R" question at the beginning, I select "my husband", correct?
It seems, when I select "my name", TT thinks I am doing RMD for myself as a retiree, which I'm not.
Thank you
‎February 14, 2024
8:57 AM