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kipkoenig
New Member

My mother is taking a distribution from part of an IRA that she inherited from my father in 2014. What selection does she make on the tranferred fund question

 
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dmertz
Level 15

My mother is taking a distribution from part of an IRA that she inherited from my father in 2014. What selection does she make on the tranferred fund question

If she deposited the money reported on this Form 1099-R to an IRA her own name within 60 days of the distribution, select "I put the money into my own IRA account in 2017."  Otherwise, select "I did not put the money into my own IRA."

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5 Replies
dmertz
Level 15

My mother is taking a distribution from part of an IRA that she inherited from my father in 2014. What selection does she make on the tranferred fund question

What is the code in box 7 of the Form 1099-R provided by the payer?
Is the IRA/SEP/SIMPLE box marked?
kipkoenig
New Member

My mother is taking a distribution from part of an IRA that she inherited from my father in 2014. What selection does she make on the tranferred fund question

yes
dmertz
Level 15

My mother is taking a distribution from part of an IRA that she inherited from my father in 2014. What selection does she make on the tranferred fund question

And what is the code in box 7?
dmertz
Level 15

My mother is taking a distribution from part of an IRA that she inherited from my father in 2014. What selection does she make on the tranferred fund question

If she deposited the money reported on this Form 1099-R to an IRA her own name within 60 days of the distribution, select "I put the money into my own IRA account in 2017."  Otherwise, select "I did not put the money into my own IRA."

kipkoenig
New Member

My mother is taking a distribution from part of an IRA that she inherited from my father in 2014. What selection does she make on the tranferred fund question

thank you.  appreciate it.
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