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gmsatkie
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This is a 401K roll over into an inherited IRA. What Option do I select for "Where is this distribution from" question when entering the gross distribution from a 1099-r?

 
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dmertz
Level 15

This is a 401K roll over into an inherited IRA. What Option do I select for "Where is this distribution from" question when entering the gross distribution from a 1099-r?

The answer is probably "None of the above."  However, the possible answers depend on your state.  Read each and decide if it applies.  (For example a distribution from a 401(k) would not be from a military retirement plan.)

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3 Replies
dmertz
Level 15

This is a 401K roll over into an inherited IRA. What Option do I select for "Where is this distribution from" question when entering the gross distribution from a 1099-r?

The answer is probably "None of the above."  However, the possible answers depend on your state.  Read each and decide if it applies.  (For example a distribution from a 401(k) would not be from a military retirement plan.)

This is a 401K roll over into an inherited IRA. What Option do I select for "Where is this distribution from" question when entering the gross distribution from a 1099-r?

 The From would be the easy part.

This would be possible only if you are a spouse and elected to treat the Inherited IRA as your own, in which case I'm pretty sure it is no longer an Inherited IRA.

Otherwise, Rollover into an inherited IRA is not permitted.

dmertz
Level 15

This is a 401K roll over into an inherited IRA. What Option do I select for "Where is this distribution from" question when entering the gross distribution from a 1099-r?

fanfare, you are confusing an inherited 401(k) with an inherited IRA.  An inherited 401(k) can be rolled over by a nonspouse, but only by direct rollover, code 4G for a traditional 401(k) or code 4H for a Roth 401(k).
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