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Retirement tax questions
These details will be captured in the interview questions following the inherited 1099-R entry and by what is entered for Form 1099-R as @dmertz said.
You are correct, Form 4972 must be used for inherited IRA's, which are generally taxable for Traditional IRAs. For an example of how to report this in TurboTax, see: Form 4972 Tax on Lump-Sum Distributions.
For instructions, see: 2020 Form 4972 Instructions.
March 14, 2021
1:15 PM