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I received a 1099-R for a distribution of my grandparents retirement plan after my grandmother died. It's a little confusing and I want to verify I entered it correctly

 
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dmertz
Level 15

I received a 1099-R for a distribution of my grandparents retirement plan after my grandmother died. It's a little confusing and I want to verify I entered it correctly

Enter the Form 1099-R exactly as received under Wages & Income -> Retirement Plans and Social Security -> IRA, 401(k), Pension Plan Withdrawals (1099-R), then answer the follow up questions.  Indicate that the you inherited this retirement plan.  With regard to the questions about whether or not this was an RMD, indicate that this distribution was all RMD.

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dmertz
Level 15

I received a 1099-R for a distribution of my grandparents retirement plan after my grandmother died. It's a little confusing and I want to verify I entered it correctly

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dmertz
Level 15

I received a 1099-R for a distribution of my grandparents retirement plan after my grandmother died. It's a little confusing and I want to verify I entered it correctly

Enter the Form 1099-R exactly as received under Wages & Income -> Retirement Plans and Social Security -> IRA, 401(k), Pension Plan Withdrawals (1099-R), then answer the follow up questions.  Indicate that the you inherited this retirement plan.  With regard to the questions about whether or not this was an RMD, indicate that this distribution was all RMD.

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