One question I am getting is Did You Inherit the IRA from NATIONAL FINANCIAL SERVICES LLC?. I inherited it from my aunt and NFS is an agent, So would I still choose yes?

branwm2599 · ‎June 4, 2019

Opus 17 · ‎June 4, 2019

Yes. I guess that screen is not worded well. It should say something like "did you inherit the IRA that is held at _______".

Retirement tax questions