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ellen01
New Member

Inherited IRA

I have an inherited IRA, Turbotax is giving me pro-rata for my Roth recharacterization.  I searched the posts and didn't find a work around. I deleted and re-entered but came out the same. Gemini says it's a known issue, any work around? Thanks

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last updated ‎February 14, 2026 5:10 PM
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KrisD15
Employee Tax Expert
Employee Tax Expert

Inherited IRA

Was this a Traditional IRA when you inherited it? 

Was it inherited from your spouse?

If it is considered a "Non-Spouse" inherited IRA, what year was it inherited? 

 

 

 

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