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I'm trying to report 1099-R income from my own Roth IRA, I didn't distribute all of my savings. The Turbo prompt is asking if I inherited it from __ as an agent for?

Do I answer yes or no?
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2 Replies
dmertz
Level 15

I'm trying to report 1099-R income from my own Roth IRA, I didn't distribute all of my savings. The Turbo prompt is asking if I inherited it from __ as an agent for?

Answer No to this badly worded question in TurboTax.  It's actually asking if the distribution was from an inherited IRA, and you said here that it is not.

I'm trying to report 1099-R income from my own Roth IRA, I didn't distribute all of my savings. The Turbo prompt is asking if I inherited it from __ as an agent for?

Thank you!  That was correct, and part of the odd phrasing came from the way the money was passed from one institution to the other.  This was an inheritance question

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