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Retirement tax questions
For TurboTax to actually treat code 4 as meaning inherited, when asked on the pages that follow the entry of the Form 1099-R details, you must explicitly tell TurboTax that the distribution was from an inherited account. If you don't do that, TurboTax will (for no good reason) treat code 4 as if it was code 2 or 7.
‎February 18, 2024
7:13 AM