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Deceased husband's Roth transferred to me in 2016. I took qualified distribution for the 1st time in 2018. Question about contribution and conversion questions in TT
My husband passed away in 2016. At that time, his Roth IRA was transferred to me. I also have my own Roth IRA. I am 79 years old. I made my first withdrawal from the Roth, that was originally my husband's, in 2018. All contributions and conversions to both Roth IRAs were made prior to 2013. My 1099R is coded "Q" as a qualified distribution. TurboTax is asking for the amount of contributions and conversions (all made when the account was my husband's). Do I have to enter this information or can I leave it blank? If I must enter it, what information should I enter? I will have difficulty retrieving the contributions and conversions my husband made to his Roth. What should I do if I cannot retrieve the information? Thank you.
‎June 6, 2019
1:12 AM