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If I’m fill out an Ira as a beneficiary do I need to put the original account holder name or my name

 
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If I’m fill out an Ira as a beneficiary do I need to put the original account holder name or my name

Are you trying to enter a IRA distribution or what?  You need to wait to get the 1099R.  It should be in your name and your ssn.  There will be a code in box 7 probably a code 4.  

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rjs
Level 15
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

If I’m fill out an Ira as a beneficiary do I need to put the original account holder name or my name

I'm not sure what you mean by "fill out an IRA." If you are asking about entering a distribution from an IRA in TurboTax, you enter the name as it appears on the Form 1099-R that you get from the IRA custodian. The custodian will send out the 1099-R in January after the end of the year in which you received the distribution.

 

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dmertz
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

If I’m fill out an Ira as a beneficiary do I need to put the original account holder name or my name

A distribution from an IRA paid to a beneficiary goes on the beneficiary's tax return.

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4 Replies

If I’m fill out an Ira as a beneficiary do I need to put the original account holder name or my name

Are you trying to enter a IRA distribution or what?  You need to wait to get the 1099R.  It should be in your name and your ssn.  There will be a code in box 7 probably a code 4.  

rjs
Level 15
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

If I’m fill out an Ira as a beneficiary do I need to put the original account holder name or my name

I'm not sure what you mean by "fill out an IRA." If you are asking about entering a distribution from an IRA in TurboTax, you enter the name as it appears on the Form 1099-R that you get from the IRA custodian. The custodian will send out the 1099-R in January after the end of the year in which you received the distribution.

 

dmertz
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

If I’m fill out an Ira as a beneficiary do I need to put the original account holder name or my name

A distribution from an IRA paid to a beneficiary goes on the beneficiary's tax return.

If I’m fill out an Ira as a beneficiary do I need to put the original account holder name or my name

More detail; is needed re your situation.

 

@Anthonyjamespatton 

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