I realize this was resolved for the OP, but I also had an inherited IRA this year, and none of the questions that he’s indicated after he says “Hopefully this helps isolate the issue:” are showing up when I go to provide the information on the 1099R’s.
I’m just wondering why.
The only screen I am getting that is remotely similar is this one:
Let's get more information about your Required Minimum Distribution (RMD).
We still need some required info.
If your FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS CO. account was subject to a Required Minimum Distribution (RMD), we need to know the amount that was required to be distributed by December 31, 2024 from this FIDELITY INVESTMENTS INSTITUTIONAL
OPERATIONS CO. account.
Do not include RMDs which are due on April 1. RMDs for the first year you're required to take a distribution are generally due on April 1.
RMD due by Dec. 31, 2024
$
Needs info
Note: Do not include the RMD for other retirement accounts you may have. RMDs for other accounts should be entered separately.
