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How do I tell TurboTax that the distributions received are inherited?

amounts reported on 1099R
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2 Replies

How do I tell TurboTax that the distributions received are inherited?

If the distribution is from a pretax retirement account it is taxable whether or not it was inherited. 

DanaB27
Expert Alumni

How do I tell TurboTax that the distributions received are inherited?

You should be able to select that it was inherited in the follow-up questions:

 

  1. Click on "Search" on the top right and type “1099-R”  
  2. Click on “Jump to 1099-R”
  3. Enter Form 1099-R information and click continue
  4. On the "Do any of these situations apply to you?" screen select "I inherited this IRA"

 

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