KenH1
New Member

Retirement tax questions

You won't be taxed at all on the 1099-R that you rolled into the Inherited IRA account.  When entering this 1099-R, enter it exactly as printed including the box 7 code. At the summary screen, click Continue and answer the follow up questions about  "What Did You Do with The Money."

The RMD will be taxable, though.

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