Bill_L
New Member

Inherited IRA 1099-R Indirect Rollover

Hello, I have a 1099-R for an Inherited IRA that was indirectly rolled over within 60 days of the distribution.  I am using the 2022 Windows version of TT Deluxe.  

 

The 1099-R has the same amount "the full distribution" in box 1 and 2a, 2b has both boxes checked, and box 7 indicates "4", IRA/SEP/Simple is checked.  

 

When I enter this into TT I am not led to the question "What Did You Do With The Money From This Payer?", so I am unable to designate it as a rollover.  

 

The beneficiary of this distribution is not over 70 1/2, but the original owner of the IRA that is being inherited was over 70 1/2. 

 

I have seen discussion in the past of this being an issue, but was hopeful that was not till the case.  Any suggestions would be appreciated.