@kenkagan wrote:
There was no 1099-R for the inherited IRA. It is a non-spousal inherited IRA. My question about listing concerns the TurboTax question "Value of your Traditional, SEP, and SIMPLE IRAs on December 31." Is the inherited IRA value included in this amount?
No. That is the total of all IRA's owned by you. A non-spouse inherited IRA must remain in the name of the deceased.
**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.**
