I said my IRA was inherited. It wasn't. It is a spousal rollover. How/where should that information be changed?

susanhoffman1950 · ‎June 4, 2019

jbeasley2 · ‎June 4, 2019

The question if your IRA is inherited is part of the interview in the 1099-R section where you entered your form. As long as you have not filed and your return has not been accepted by the IRS then you can go back into the TurboTax program and make any changes you need to. When you go in to edit your form, go through the interview questions after and you will be able to change the answer to this question.

https://ttlc.intuit.com/replies/4194737

View solution in original post

jbeasley2 · ‎June 4, 2019

The question if your IRA is inherited is part of the interview in the 1099-R section where you entered your form. As long as you have not filed and your return has not been accepted by the IRS then you can go back into the TurboTax program and make any changes you need to. When you go in to edit your form, go through the interview questions after and you will be able to change the answer to this question.

https://ttlc.intuit.com/replies/4194737

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I said my IRA was inherited. It wasn't. It is a spousal rollover. How/where should that information be changed?