3272844

I inherited an IRA in 2023. When they ask about years of participation do they mean MY years, or the original owner of the IRA?

This is a Simple IRA

posted

Connect with an expert

1 Reply

I inherited an IRA in 2023. When they ask about years of participation do they mean MY years, or the original owner of the IRA?

It seems to me that TurboTax should have no reason to ask this question for a distribution from an inherited traditional IRA.

What is the code in box 7 of this Form 1099-R?

Is the IRA/SEP/SIMPLE box marked?

Did you answer Yes when asked if you inherited the account from XXX?

Still have questions?

Questions are answered within a few hours on average.

Post a Question

*Must create login to post