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I don’t include distributions from inherited ira in savers credit?

Do I have to include distributions from inherited ira in savers credit?
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2 Replies
MinhT1
Expert Alumni

I don’t include distributions from inherited ira in savers credit?

The Savers credit is based on contributions to certain retirement plans, and not on distributions from these plans.

 

See this TurboTax article.

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dmertz
Level 15

I don’t include distributions from inherited ira in savers credit?

When asked about distributions made 2 years before through the filing date of the tax return, a non-spouse beneficiary does not include distributions from an inherited IRA.  However, a spouse beneficiary must include these distributions.

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