EA21440
Returning Member

Retirement tax questions

My husband died in 2024. I inherited his IRA of $30,000. I took the RMD of $1600 and withheld $160 in taxes. The 1099-R lumps together the rollover and the RMD into 1 total. What are the steps to show on Turbo Tax Premium that most of this was rolled over and that I also took an RMD. Also, the 1st custodian charged me $50 for this. So I really rolled over $30,000-$1600- $50.  So where do I show the $50 because the figures will not add up for the IRS?