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Not applicable
posted Jan 18, 2025 11:58:29 AM

Do I need to select "I inherited this IRA" if it was inherited prior to 2024?

This is in the area of "Do any of these situations apply to you?" It is not clear if it refers to the current year or that it was inherited at any time.

0 1 821
1 Replies
Level 15
Jan 18, 2025 2:44:34 PM

Although the rules are different post-2019 and pre-2020, the Inherited IRA will have rules and you have to identify the IRA as an Inherited IRA.

 

@Anonymous