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Retirement tax questions
OK - I see the problem. With a code 4, the only purpose of the "Inherited IRA" question is to PREVENT rollovers that normally are not allowed. You must answer NO to that question in order to bypass the block and get the rollover question.
Your step #3 answer must be no.
**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.**
March 5, 2021
2:54 PM