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Get your taxes done using TurboTax
1099-R is in my wife's name and SS#. Distribution code in box 7 is 4. The IRA/SEP/SIMPLE box is not checked. After the Tell us When This Person was Born page (entered grandma born before date given), next page was titled About This Inherited Retirment Account. TT did not ask for the name of deceased or year of death (she died in 2021). As far as the RMD goes, this was just a one-time payment to my wife. Should my wife just call the company and ask if this was considered an RMD?
Thanks.
‎April 14, 2022
7:11 PM