JosephS1
Expert Alumni

Retirement tax questions

I do not quite understand your question.  Are you saying the choices to make (screenshot below) are all grayed out preventing you from make a choice?  If not and you know the age of the person from whom you inherited the plan mark one of the circles to continue.

 

Code 4 will not subject you to a penalty; it is ordinary income in each year you receive the amount.

 

@cbstafford51 

 

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