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Retirement tax questions
If you are asking in regard to TurboTax's question that asks if any of this distribution was an RMD, this is TurboTax's confusing way to determine how much of the distribution is eligible for rollover. Only a spouse beneficiary is permitted to roll over a distribution from an inherited IRA, so if you are a non-spouse beneficiary, it's meaningless for TurboTax to even ask the question. If no part of the distribution was rolled over, it makes no difference what answer you provide to this question posed by TurboTax.
‎January 24, 2023
9:32 AM