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New Member
posted Mar 17, 2025 8:04:44 PM

I erroneously said an inherited ira account belonged to my husband and not me, but there doesn't seem to be a way to correct it. any suggestions?

how do i correct who an inheritated ira belongs to in this system without starting over?

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1 Replies
Expert Alumni
Mar 18, 2025 6:19:41 AM

Please go back to the retirement section:

 

  1. Click on "Search" on the top right and type “1099-R”  
  2. Click on “Jump to 1099-R”
  3. On the "Here's your 1099-R info" screen select the pencil to edit the entry
  4. On the "Who does this 1099-R belong to?" screen select who the IRA belongs to.