dmertz
Level 15

Retirement tax questions

[Edited]

@t231 , simply enter a zero in box 2a of TurboTax's 1099-R form to indicate that the distribution from the inherited Roth IRA is nontaxable.  It's a TurboTax requirement that you explicitly indicate the taxable amount this way for a distribution from an inherited Roth IRA when there is code T in box 7.