1099-R and Question about inheriting IRA

[Robert5753]

I inherited (assumed) the IRA of my spouse who died in mid-2024.  In late 2024, I took a distribution from that IRA and received a 1099-R with Code 7 = taxable.  That's correct.  After I input into TurboTax, I get question about inheriting the IRA from spouse.  If I answer YES, the software makes this distribution nontaxable rollover.  That's not true.  Any help on this question?  Thank you.

[fanfare · Accepted solution]

Since you assumed ownership. it is no longer an inherited IRA.

do not answer YES to the question.

@Robert5753 

[Robert5753]

Thanks very much.  Now the 1040 looks correct.  Too bad the TT question is worded that way!