dmertz
Level 15

Deductions & credits

Because your dad completed his RMD earlier in 2024, none of the beneficiaries had a 2024 RMD with respect to the amounts inherited from your dad.  When entering the Form 1099-R that reports the portion that you received, indicate that no RMD was required.

 

Regarding the question that askes how much of this distribution was RMD, it doesn't matter what you enter because this particular question is asked only to determine the amount that is eligible for rollover.  Because TurboTax separately treats a distribution paid to a non-spouse beneficiary as ineligible for rollover, under these circumstances TurboTax does not actually use the answer to the question that asks how much was RMD.