I have been searching for this! I took a distribution in 2024 from my "bene-IRA", and also have my own pension payments from my employer. The questions that come up, in the case of an inherited "bene-IRA" are not answerable because it states "if other beneficiaries also received part of this pension, enter the total amount all beneficiaries received," and then asks for the total amt of decedent's pension and the % that I received.
1) It's not a pension, it's an IRA.
2) As a recipient of an inherited IRA, I am not privy to know how many others (or who they are) that received part of the total, nor do I know the total.
3) Since my own actual pension amt for the year is greater than $20,000, seems that no matter what I say to these questions, it makes no difference since I can only exclude $20,000 at any rate.
Wonder if I should just say NO to the original question of whether this income was from an inherited pension?
