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Retirement tax questions
If TurboTax thinks you have an IRA, its' because the IRA/SEP/SIMPLE box is checked in the online software. Take a look at your physical 1099-R and confirm whether this box is checked, or not. (It is usually between Box 7 and Box 8.)
If the box is not checked on your original 1099-R, then revisit your entry for this 1099-R and make sure you did not accidentally mark the IRA/SEP/SIMPLE box in the software.
If it is checked and your mom was over 70-1/2 when she passed, then that is why you're being routed to this question.
‎June 1, 2019
9:36 AM