Thank you.
Thank you.
Yes, it was my husband's ordinary TRA IRA, not 401K.
Right now, I am just simulating on TT 2022 version because I am not sure if I should use a CPA or TT yet....
A CPA I have talked to said I could do it on TT myself...
#1- So, even if it was for his last RMD, I select myself as "Owner of this 1099-R", correct?
#2 - Then, TT asks "Where is this distribution From?" and Below it, TT has an answer "XXXXX"(Financial institution name where our IRAs have been kept).
And then also asks [the "source" of this withdrawal(distribution)] with 3 bullet selections :
1. Pension rollover account, 2. "Other" IRA distribution 3. Neither 1 or 2
What should I answer? "Neither"? because this is from XXXXX.
*TT help says my State has special handling of IRA if the IRA distribution was from State government/millitary or a private employer - which is NO for my husband).
So I am assuming I would answer "NEITHER of 1 or 2"...
and then asks [to enter any "other" State information] , according to boxes for State on 1099-R....
Thanks
