@dmertz I found your comments on how to enter a spousal inherited IRA rollover that includes an RMD to confirm I was entering the 1099-R correctly into TT. I am unable to get the RMD to show on the 1040 line 4b. I am using TT Premium Online. What am I missing?
I selected myself as the 1099-R belonging to me.
I entered (example):
Box 1 Gross Distribution $10,000
Box 2 Taxable $10,000
Box 2b Both check boxes checked
Box 4 - Federal Tax Withheld $1,000
IRA/Simple/SEP Box Checked
Box 14 - State Tax Withheld $1,000
Box 15 - State Abbreviation & Number
Continue
I Inherited This IRA - Check Box Selected
Continue
Entered my husband's name and year he passed
Continue
Selected Yes to Did you transfer the inherited funds into your own IRA account
Continue
Selected that my husband was born before January 1, 1950
Contiue
How much of the $10,000 was an RMD?
Selected Only part of this distribution was an RMD and entered $4,000.
Did you transfer the Gross Amount of $10,000 to your own IRA?
Selected No, I transfered less than $10,000 and entered $6,000.
