You'll need to sign in or create an account to connect with an expert.
If your mother was required to take a Minimum Distribution, the plan administrator was responsible for making sure that was done properly.
You can choose 'all of the distribution was RMD' in TurboTax, when entering your 1099-R.
Here's more info on Inherited Pension Plans.
TurboTax is really asking how much is ineligible for rollover. Because all of such a distribution is ineligible for rollover simply say that all of it is RMD. (It actually doesn't matter what answer you give to this questions that TurboTax needlessly asks under the circumstances).
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
bk1999
Level 1
nex
Level 2
jh777
Level 3
jjon12346
New Member
Liangtwn
Level 2
in [Event] Ask the Experts: Tax Law Changes - One Big Beautiful Bill