To clarify this 1099R is from the beneficiary IRA. If I follow your suggestion and choose
Did {myName} Inherit this IRA - YES
Did {myName} put the money into {myName} own IRA - YES
It then tells me.
You told us {myName} rolled over $5000 to another qualified account.
This isn't correct. as that's the RMD amount not the value of the IRA. Should I have gotten a second 1099 for my spouses account Showing the rollover to my new IRA?
