- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
I inherited this IRA in 2020. Should I select that option or does it not apply anymore?
I'm in the 1099-R "Do any of these situations apply to you" section. I need to select one of the following options and I don't know which one to choose.
1. I took out this money due to a qualified disaster
2. I inherited this IRA
3. I moved some or all of this money to my HSA as a one-time contribution
4. I need to file a substitute 1099-R
5. The corrected box is checked on this 1099-R
6. None of these apply
I inherited this IRA in 2020. Should I select that option or does it not apply anymore?
1. I took out this money due to a qualified disaster
2. I inherited this IRA
3. I moved some or all of this money to my HSA as a one-time contribution
4. I need to file a substitute 1099-R
5. The corrected box is checked on this 1099-R
6. None of these apply
I inherited this IRA in 2020. Should I select that option or does it not apply anymore?
Topics:
‎April 3, 2023
5:37 AM