Thanks,
She got only one 1099-R but each account distribution is listed separately and the federal and state taxes are also listed separately for each account. She closed out both accounts and received all the proceeds in 2023.
The account holder had died in 2018 but she did not know that until summer 2023.
Turbo Tax also wants to know if the lump sum payments were all RMD, partial RMD, or none of it RMD.
