Enter both of your 1099-Rs in TurboTax. Nonspousal inherited IRAs can't be rolled over, but spousal accounts can be rolled over to the spouse's IRA. There will be follow-up questions that will determine the taxability of the income you received. If you rolled the principal amount over to your own IRA, the rolled over amount will not be taxable to you. But you need to enter both 1099-Rs in TurboTax. Where to enter your 1099-Rs
Spousal beneficiary options - IRS Retirement Topics
If the account holder's death occurred prior to the required beginning date, the spouse beneficiary may:
- Keep as an inherited account
- Delay beginning distributions until the employee would have turned 72
- Take distributions based on their own life expectancy
- Follow the 10-year rule
- Roll over the account into their own IRA
If the account holder's death occurred after the required beginning date, the spouse beneficiary may:
- Keep as an inherited account
- Take distributions based on their own life expectancy, or
- Rollover the account into their own IRA
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
