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heatherya
New Member

I inherited this IRA in 2020. Should I select that option or does it not apply anymore?

I'm in the 1099-R "Do any of these situations apply to you" section. I need to select one of the following options and I don't know which one to choose.

1. I took out this money due to a qualified disaster
2. I inherited this IRA
3. I moved some or all of this money to my HSA as a one-time contribution
4. I need to file a substitute 1099-R
5. The corrected box is checked on this 1099-R
6. None of these apply

I inherited this IRA in 2020. Should I select that option or does it not apply anymore?
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1 Reply
JohnB5677
Expert Alumni

I inherited this IRA in 2020. Should I select that option or does it not apply anymore?

We'd love to help you complete your tax return but need more information. Can you please clarify your question?

  • Before we get too deep into this, what code is entered in Box 7? 
  •  Is it a 4 that would indicate an inherited IRA?
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