Recipient of IRA account

[tbtevrgrn]

I'm at a loss as to move forward with 1099-B

[MichaelL1 · Accepted solution]

You said IRA in the question and then later said 1099B. I will help show you where to enter either of these and then post a comment if that does not answer your question.

IRA

To enter pension and annuity Payments (1099-R)

• Click on Federal Taxes (Personal using Home and Business)
• Click on Wages and Income (Personal Income using Home and Business)
• Click on I'll choose what I work on (if shown)
• Scroll down to Retirement Plans and Social Security
• On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

If 1099B

To enter 1099-B

• Click on Federal Taxes (Personal using Home and Business)
• Click on Wages and Income (Personal Income using Home and Business)
• Click on I'll choose what I work on (if shown)
• Scroll down to Investments
• On Stocks, Mutual Funds, Bonds, Other, click the start or update button
  

Either one of these just follow through the questions and it will guide you if this was inherited.