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Retirement tax questions
@dmertz wrote:
For a distribution from an inherited IRA, you'll need to say that the distribution was not from an inherited IRA, complete the rest of the questions including indicating how much you rolled over, then edit the 1099-R form again and indicate that the distribution was from an inherited IRA.
I did not need to do that and it worked fine.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎February 6, 2021
5:01 PM