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New Member
posted Feb 10, 2023 9:27:57 AM

Turbo Tax is asking who we inherited our IRA from. Did not say we inherited it and we did not. Can't get around this question.

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1 Replies
Expert Alumni
Feb 10, 2023 9:55:50 AM

 It depends.  There is a follow-up question asking if you inherited this IRA. Check to see if you answered this question yes. Also, check your 1099R hard copy check to see if there a code 4 listed. If so, this may have triggered the question.

 

If neither of the two conditions exist above, delete the 1099R entry and then reenter it. After deleting, sign out of the program and sign back in again. This should alleviate the issue.