If...
-A pension (traditional IRA) owner was 80 years old when they passed away in 2023
-The IRA funds were earned through employment by a private business; not federal, state, local funds
-That pension was divided equally between three beneficiaries
-I was one such beneficiary (at the age of 51), receiving less than $20,000 for my share
-I fully cashed out my portion of IRA in the same year
Then...
-When asked "Where is your distribution from?" in turbotax, do I mark "not eligible for exclusion for those over age 59 1/2" or "None of the above?"
