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Retirement tax questions
As Opus 17 said, TurboTax only asks this question to determine how much of the distribution might be eligible for rollover, so TurboTax is really asking how much is ineligible for rollover. In the case of a non-spouse beneficiary, the entire amount is ineligible for rollover. Although the appropriate answer to the question would be to indicate that it is all RMD (all ineligible for rollover), it really doesn't matter what answer you give since TurboTax already knows that a distribution from an inherited IRA to a non-spouse beneficiary is ineligible for rollover and will always behave as if you said it was all RMD.
‎January 19, 2024
3:00 PM