Retirement tax questions

KrisD15 · ‎April 14, 2025

The program should not be asking about the original owner if the IRA was not inherited.

Please delete the 1099-R if it was imported and manually type it in.

Double-check the distribution code on the 1099-R.

Select "No" on the "Did You Inherit the IRA ?" screen

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"