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avc-
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Did you inherit the 1099-R from (financial company)? No, I inherited from family. Finan Co distributes RMDs to me

The financial company is the custodian of the Inherited Roth IRA

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‎June 1, 2019 10:59 AM
last updated ‎June 01, 2019 10:59 AM
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dmertz
Level 15

Did you inherit the 1099-R from (financial company)? No, I inherited from family. Finan Co distributes RMDs to me

Blame the TurboTax editors for the misplaced modifier in the wording of this question.  It's asking if the IRA held at [financial company] is inherited, so the answer is Yes.

‎June 1, 2019 10:59 AM
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