My dad passed away in January 2024.
I received a distribution from his pension with Fidelity, and it was rolled over into a new inherited IRA I now have with Edward Jones. When I was discussing the distribution with Fidelity., they said that I had to take the RMD for 2024. So now I have two separate 1099R forms from Fidelity. One is for the distribution that was rolled over, and one is for the RMD. The problem is that TurboTax is asking me if I took the RMD and how much on both.🙄 Why would I need to take an RMD on an RMD?
