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Retirement tax questions
@mdh0905 , when entering a Form 1099-R that reports a distribution from an inherited Roth IRA, TurboTax requires that you enter the taxable amount inbox 2a of TurboTax's 1099-R form despite the fact that box 2a is blank on the form provided by the payer. Since it's been more than 5 years since the decedent made the first contribution to the Roth IRA, enter a zero in box 2a of TurboTax's form.
‎April 12, 2022
4:57 AM