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1099-R question: Did [name] inherit the IRA from Charles Schwab?
Turbo tax is asking about a 1099-R which is an RMD I took from an inherited IRA that I inherited from my mother who passed away in 2011. The inh IRA account was opened at Schwab for benefit of myself around the same time frame and I have been taking RMDs yearly from it. Why am I being asked this question and how do I respond to it?
Thank You
March 15, 2025
11:45 AM