I inherited 50% of an IRA from my mother who passed in 2025. My brother and I each took the entire amount of our shares in a lump sum distribution. Two questions:
1. Box 9a displays 50%. Turbotax states "Box 9a is only used if the box 1 amount on this Form 1099-R was split between two or more people." My 1099-R box 1 only reflects what I received, not the original amount that was split between the two of us. Am I interpreting Turbotax incorrectly? Is my 1099-R incorrect?
2. How do I answer the RMD interview question: "we need to know the amount that was required to be distributed by December 31, 2025?" I don't have th at info. I could estimate the amount using an online calculator, or I could just enter the full amount that I received. I know the question is just to evaluate if I'm subject to any penalty, but I'm not sure what to put there.
Thanks.
