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null700
New Member

Turbo insists that a distribution from an IRA was inherited. It was not. How do I correct this?

Turbo wants to know who a distribution from an IRA was from-- a spouse or somebody else. The answer is neither. Can I ignore Turbo?
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2 Replies
DMarkM1
Employee Tax Expert

Turbo insists that a distribution from an IRA was inherited. It was not. How do I correct this?

First return to the 1099-R Retirement topic in the "Wages and Income" section  and check box 7 of your entries to see if code 4 is there.  That is an indication that the distribution was "Death" related.  Ensure that box entry matches your form 1099-R. If you believe the code to be incorrect then contact you plan administrator for a solution.

 

Next, it sounds like that question may be in a state interview. If your code in box 7 is correct please clarify as to which state you are filing in.  Someone may then be able to assist with your specific situation.  

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dmertz
Level 15

Turbo insists that a distribution from an IRA was inherited. It was not. How do I correct this?

It's likely that you answered a question about this Form 1099-R wrong.  I suggest deleting and reentering the Form 1099-R, making sure to answer No when TurboTax asks anything about this distribution being from an inherited IRA.  

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