Related to 1099-R. We have an inherited IRA from father who passed away in 2017. Need assistance on how to answer where is this distribution from?

[Carl]

Whose SSN is on the 1099-R as the recipient of the distribution?

[KiaraE · Accepted solution]

Generally speaking, only the distributions from an inherited traditional IRA are taxable, just as they are for non-inherited traditional IRAs. Distributions from an inherited Roth are not taxable unless the Roth was established within the past 5 years.

Inherited 401(k) plans are (or eventually will be) taxable but the amount of tax depends on the 401(k) plan rules.

Make sure to enter the 1099-R form into Turbo Tax exactly as it appears and answer the follow up questions.

1. Open (continue) return if you don't already have it open.
2. Inside TurboTax, search for 1099-R or 1099R (lower-case works too) and then select the "Jump to" link in the search results.
3. Answer Yes on the Your 1099-R screen, then click or tap Continue.