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Level 1
April 7, 2026
Solved

Where would I enter a distribution to me from my deceased sister's IRA liquidation?

  • April 7, 2026
  • 1 reply
  • 33 views
No text available
Best answer by JohnB5677

This IRA will be reported on a 1099-R in the Wages & Income section of the return.

Since you inherited the IRA from your sister, the 1099-R  should have ‌Code 4 (Death) in Box 7.

 

Log in to TurboTax

  1. Under Federal
  2. Select Wages & Income.
  3. Scroll down to Retirement Plans and Social Security
  4. Click on IRA, 401(k), Pension Plan Withdrawals (1099-R).
  5. Post the 1099-R

As you continue the interview, you will be asked 

  • Do any of these situations apply to you?
  • Check the box for "I inherited this IRA".
     

 

 

 

1 reply

JohnB5677
JohnB5677Answer
Level 15
April 7, 2026

This IRA will be reported on a 1099-R in the Wages & Income section of the return.

Since you inherited the IRA from your sister, the 1099-R  should have ‌Code 4 (Death) in Box 7.

 

Log in to TurboTax

  1. Under Federal
  2. Select Wages & Income.
  3. Scroll down to Retirement Plans and Social Security
  4. Click on IRA, 401(k), Pension Plan Withdrawals (1099-R).
  5. Post the 1099-R

As you continue the interview, you will be asked 

  • Do any of these situations apply to you?
  • Check the box for "I inherited this IRA".
     

 

 

 

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