It depends. Your 1099-R should have the proper distribution code for your case. Did you have Distribution code=4, for Death? If yes, then the next screen you see during your entries should have included the following:
- Did you Inherit the IRA from this person? answering yes will add
- This IRA was inherited from...select either taxpayer's spouse or someone else who passed away..then they ask for the person's first name and the year the person passed away. Click Continue
- Tell us a little more about this inherited IRA. You need to answer whether any portion of the contributions were nondeductible or if you don't know for sure. Click Continue
- Tell us when this person was born; there are date ranges to select, then click Continue
- About this Inherited Retirement Account; you will say whether the withdrawal is an required minimum distribution, or RMD and if so, what portion of it was
- Or, if any part of it was a Qualified Disaster Distribution, click Continue to end the interview.
If you have not seen these screens, please revisit your input for the 1099-R. To return to this area, follow these steps:
- From the left menu, select Federal
- Wages & Income
- Scroll to IRA, 401(k), Pension Plan Withdrawals (1099-R) and click Edit/Add
- From Your 1099-R Entries screen, scroll to the inherited IRA and click Edit
Click this link for more information: Is an inherited IRA or retirement plan taxable?
