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After you file
Using the Desktop. I did not receive the inherited IRA distribution in 2023 even though I submitted the RMD withdrawal request to the brokerage firm. They finalized it on 1/02/2024. This is a not taxed (Box 7 Code Q). I downloaded the form, filled it out and have a printed out letter of explanation.
My question is do I fill out a 1099-R in the turbotax interview for it even though I did not receive it? Doing a search of past community questions seems to suggest I do. I think I do not.
‎April 2, 2024
7:42 AM