Scotttal
New Member

Get your taxes done using TurboTax

Thanks.  

I cashed out her IRA during 2019, the same year she took her RMD.  


So, I should not have an RMD because the she took hers and the account closed in the same year. 

my question was how to answer the TurboTax questions about the 1099R on my 1040 to let the IRS know that as and beneficiary, I do not owe and RMD. 

any guidance on how to answer the TurboTax questions about my 1099R to reflect this fact pattern would be appreciated.