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Get your taxes done using TurboTax
If your daughter received a 1099-R from an inherited Roth and traditional IRA combined on one form, there should be a Distribution Amount in Box 1 and a Taxable Amount in Box 2a.
Her 1099-R may also have Code 4D in Box 7.
If her father not was a US Government or New York state employee, 'None of the above' would be the appropriate choice.
Here's more detailed info on an Inherited IRA.
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March 7, 2025
12:37 PM