- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
It depends. If you entered the 1099-R forms, including the taxable amounts in Box 2a then TurboTax should handle the rest. If the two were directly rolled over into your mother's IRA then there should be a code G in box 7. If this is the case, then TurboTax knows they are not taxable to your mother in 2023. Her own RMD would be taxable and would not be allowed to be rolled into any plan.
You would file them jointly if your mother has not remarried and your father passed away in 2023. Otherwise your mother would file married filing separately, or single if your father passed away before 2023. I am sending my sympathies to you and your mother.
Please update here if you have additional details or questions and we will help.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎February 24, 2024
2:03 PM