BillM223
Expert Alumni

Retirement tax questions

Thanks for the info.

 

How did you answer "Did [name] inherit the IRA from [IRA name] distribution?"

 

If you answered "yes", did you answer that it was inherited from "someone else who passed away"?

 

If you said someone else, how did you answer the name and year of death?

 

And when was the original owner of the IRA born?

 

" get all the way to submitting and it won’t go through." Is this in the Final Review process? Which product are you using, Online or CD/download?

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