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Entering an Inherited 401K distribution
I inherited a 401k and an IRA from my father this year. I received a 1099-R for both accounts because I was required to take an RMD for my father for 2019. Both forms had a distribution code of 4 - Death. When I entered the info for the IRA 1099-R it had checked the IRS/SEP/Simple box and TurboTax treated it as an inherited IRA and prompted for additional info. The 401k 1099-R does not have IRS/SEP/Simple checked and because of the distribution code 4 - Death, treated it as if I had died (This Person). How do I enter this so the 401k is treated as inherited?
‎February 5, 2020
12:38 PM