turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

What to do with a beneficiary IRA ? The form I received was "2023 IRA Fair Market Value and 2024 Required Minimum Distribution Statement, but no distribution was taken.

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply

What to do with a beneficiary IRA ? The form I received was "2023 IRA Fair Market Value and 2024 Required Minimum Distribution Statement, but no distribution was taken.

That doesn't go on your return.   Is it a form 5498?  That's telling you how much RMD you need to take out this year in 2024.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies