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robindavisfinanc
New Member

Why is your system asking me inherited IRA Qs on an 1099-r that is from my IRA where I distr the proceeds to a Roth IRA? I do have an inh IRA 1099-R as well.

 
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Hal_Al
Level 15

Why is your system asking me inherited IRA Qs on an 1099-r that is from my IRA where I distr the proceeds to a Roth IRA? I do have an inh IRA 1099-R as well.

After entering the 1099-R, one of the follow up questions is: did you inherit this account. You answered yes. 

You need to go back and change it

View solution in original post

1 Reply
Hal_Al
Level 15

Why is your system asking me inherited IRA Qs on an 1099-r that is from my IRA where I distr the proceeds to a Roth IRA? I do have an inh IRA 1099-R as well.

After entering the 1099-R, one of the follow up questions is: did you inherit this account. You answered yes. 

You need to go back and change it

View solution in original post

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