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jfbonline
New Member

If I inherited an IRA in 2023, does it still count as inherited for 2024?

 
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2 Replies
MindyB
Employee Tax Expert

If I inherited an IRA in 2023, does it still count as inherited for 2024?

Yes, if you inherited the IRA, even in a prior year, you should check the box that it was inherited.

 

Here is an article that discusses inherited IRAs, and how they differ from a non-inherited IRA: How Does an Inherited IRA Work?

jfbonline
New Member

If I inherited an IRA in 2023, does it still count as inherited for 2024?

@MindyB Thanks so much.  Both the response and the article were very helpful.  Have a good evening.

 

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