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Retirement tax questions
Thank you, Bill. Meanwhile, I think I found a different work-around, but please tell me if this will lead to other problems. I said I didn't receive a 1099-R but wanted to enter my own info, entered $10 as a distribution received, answered "Yes" to "Did you inherit this IRA from TIAA?" (a strange question - I inherited it from a deceased family member and transferred it last year from Fidelity to TIAA). This then generated a 5329. Then I went back and corrected the distribution received to $0 and made sure the correct info was on the 5329.
All looks good to me now, but do you see any issues with doing it this way?
‎July 4, 2020
3:03 PM