MarilynG1
Expert Alumni

Get your taxes done using TurboTax

Choose 'other qualified account' for your 1099-R entry.  The IRS considers all 1099-R's to be distributions from a retirement account, so even though an inherited annuity is not exactly that, it's considered to be in that category,  and they're all taxed the same regardless.  Just be aware if there is a different amount in Box 1 than Box 2a.

 

If you're using TurboTax Online, be sure to clear your Cache and Cookies before returning to this section.  You may want to delete/re-enter your 1099-R. 

 

Here's more info on Distributions from Pensions, Annuities, Retirement Plans.

 

@rkingrea 

@Carlin1 

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