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inherited Roth IRA box 7 - Distribution Code
I inherited a Roth IRA from an Aunt. This is the first year taking the RMD from this account. Prior years RMD from from a Traditional IRA which is now closed. In prior years, the Distribution Code was 4, which is death and pulled up the RMD questions concerning my aunt. This year because it is a Roth, the Distribution Code is T which deals with Roth IRAs.
How do I get the RMD questions to come up? The check caught it but made me fix it in the forms. But fixing things in the Forms usually does not translate into the fix being carried into the State Filing or being imported correctly in the following year's taxes.
yesterday