turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

I inherited an IRA from my mother and received a 1099R, turbo tax is asking how much was a Required Minimum Distribution. What do I need to enter?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies
MarilynG1
Expert Alumni

I inherited an IRA from my mother and received a 1099R, turbo tax is asking how much was a Required Minimum Distribution. What do I need to enter?

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. 

 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
dmertz
Level 15

I inherited an IRA from my mother and received a 1099R, turbo tax is asking how much was a Required Minimum Distribution. What do I need to enter?

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).

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question