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I have a ira from my deceased son, i took it out of american funds and put into wells fargo retirement saings how do i enter this

 
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IreneS
Intuit Alumni

I have a ira from my deceased son, i took it out of american funds and put into wells fargo retirement saings how do i enter this

I am sorry for your loss.  You should receive Form 1099-R from the institution handling the IRA.

To enter the information from your 1099-R in TurboTax, please follow these steps:

  1. Click on Federal Taxes > Wages & Income  [In TT Self-Employed:  Personal > Personal Income].
  2. Scroll down to the Retirement Plans and Social Security section and click on the Start/Revisit box next to IRA, 4701(k), Pension Plan Withdrawals (1099-R).  (See Screenshot #1, below.)
  3. If you've already entered one (or more) 1099-Rs, you will see a screen Your1099-R Entries.  Click on the link Add Another 1099-R(Screenshot #2)
  4. If you haven't already entered a 1099-R, you will see the screen, Your1099-R. Click Yes and then Continue.
  5. You can either import your 1099-R or click on the I'll type it in myself box(Screenshot #3)
  6. If you select to enter the information yourself, continue through the screens, answering the interview questions.

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