dmertz
Level 15

Retirement tax questions

ThomasM125 is incorrect.  The value of an inherited IRA is not to be included when TurboTax asks for the year-end value of your IRAs.  Everything about an inherited IRA is entirely independent of your own IRAs where you are the participant.  (The only exception is if a spouse beneficiary treats the inherited IRA as the spouses own, in which case it's actually no longer an inherited IRA but instead the surviving spouse becomes the participant.)