Clarifiying my previous question on a 2024 Turbo tax question that I am being asked on a 1099-R from an inherited IRA:
"did {Donna] inherit the IRA from [brokerage]"
The 1099-R is for a distribution I received from an inherited IRA. This IRA was opened for me back in 2011 when my mother passed away. In other words, Schwab was NOT the original holder of my mother's IRA. I have been taking distributions from this inherited IRA since the account was established in my name at Schwab after my mother's death.
So how do I answer the question: Did Donna inherit the IRA from Charles Schwab? I think the answer is NO, since this account was established for me but would like confirmation on,
Thanks in advance!
