Thank you for that answer. I do have another question about the software.
The annuities in question are qualified deferred annuities for which I received lump-sum distributions as the beneficiary.
I filled in the taxable amount as the full amount of the distribution. The program asks me if the money came from a Roth IRA. When I answer Yes, I have the chance to say that it's an inherited IRA and give the name and date of death of my father. Then the program asks when I first opened the IRA and says I will not be taxed on it if they opened it more than 5 years ago. Does the program really mean to ask when did he first open the IRA? This is confusing.
