Hello there ReneV4, Very much appreciate your step by step instructions. To report back on my attempts to apply them:
1) Checked both 1099-R forms for my two inherited IRA accounts, and Box 2a is blank on both, and both have the code Q in box 7. These forms (as well as the other 1099-R that I received from Schwab) were both imported into Turbotax and so the information was automatically populated.
2) When I review the 1099-R information for each of those entry (by clicking on the pencil to edit) I have indicated that they are both Roth IRAs, that they were inherited, and then it asked me for the name of the person I inherited it from, and I entered the name of my mother and the year of her death (2012).
3) However, beyond that, there were no questions asking if the Roth was opened before 2021, nor was there any screen saying "Let's get more information about your RMD" or any place to list the amount of the RMD. Therefore, I was not able to go beyond step 5 of your instructions. So did I miss something?
