turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

kadeeney
New Member

keeps asking where my wife inherited her retirement plans from. She didn't inherit them! She earned them from the state. Why is it asking this? I can't go any further!!

Filing separately. The TIN numbers are correct so why is it asking this??!!
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

keeps asking where my wife inherited her retirement plans from. She didn't inherit them! She earned them from the state. Why is it asking this? I can't go any further!!

What code is in box 7 on the 1099R?

dmertz
Level 15

keeps asking where my wife inherited her retirement plans from. She didn't inherit them! She earned them from the state. Why is it asking this? I can't go any further!!

If you are asking about the question that asks, "Did [wife] inherit the IRA from [financial institution],"  this horribly worded question in TurboTax is asking if the IRA is inherited.  It is not asking who the IRA was inherited from  under the assumption that the IRA was inherited (even though a plain reading suggests exactly that).  Read this question as asking "Did [wife] inherit the IRA that is held at [financial institution],"

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question