Issue with non-inherited IRA

user17742399510 · ‎March 22, 2026

Why, for a non-inherited 1099-R IRA, is Turbo Tax asking for "Original owner's birthdate" to determine how old they would be if still alive

dmertz · ‎March 23, 2026

I suggest deleting the 1099-R from TurboTax and reentering it.

It would seem that when entering this From 1099-R you have somehow marked the box to indicate that the IRA was inherited. Also, if the payer used code 4 in box 7 of the Form 1099-R, it indicates that the retirement account is being maintained for a beneficiary, not the original owner.

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dmertz · ‎March 23, 2026

I suggest deleting the 1099-R from TurboTax and reentering it.

It would seem that when entering this From 1099-R you have somehow marked the box to indicate that the IRA was inherited. Also, if the payer used code 4 in box 7 of the Form 1099-R, it indicates that the retirement account is being maintained for a beneficiary, not the original owner.