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avc-
New Member

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

1 Reply
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.

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