JamesG1
Expert Alumni

Business & farm

You will have to create a manually prepared IRS form 8606 and file the tax return by mail.  See this TurboTax Help.

 

If any of these three situations apply to you:

 

  1. You received a distribution from an inherited traditional IRA that had nondeductible contributions,
  2. You transferred an inherited plan account to a Roth IRA, or 
  3. You received a distribution from an inherited Roth IRA that was not a qualified distribution

you will have to download and print Form 8606, manually fill it out (instructions), and print and file your return.  You will not be able to electronically file your tax return.

 

@ts771 

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