Hi @MinhT1 I am not sure how to start a question on TT unless I piggyback on another question. I appreciate your help, if you can.
If my Mom passed in Sept of 2021, and if I took my portion of her IRA, without immediately rolling into another, but I am now taking one out (FOR 2021!) to help with what I owe, how do I answer the question of what I did with that money?
The options are: I moved the money to another retirement account or I did something else with it. If I moved it, I have to answer if I did a combination of rolling it over, converting, or cashing out the money. I did cash it out, but now am opening an IRA with some of the funds. I am just wondering if the delay will make it ineligible to make this entry.
