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New Member
posted Apr 14, 2025 11:52:14 AM

I have a non inherited simple IRA but it asks questions about the original owner. Do I just skip it?

And it asks if the required RMD was taken. Yes I get monthly distributions

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1 Replies
Expert Alumni
Apr 14, 2025 11:58:25 AM

The program should not be asking about the original owner if the IRA was not inherited. 

 

Please delete the 1099-R if it was imported and manually type it in. 

Double-check the distribution code on the 1099-R.

Select "No" on the "Did You Inherit the IRA ?" screen