turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
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.

Michael7
New Member

It about 1099-R, do I still report it as a inherit if got it 2 1/2 years ago?

this 1099-R was form my mother after she pass away at the beginning of 2014.
She used Edward Jones and I still use them after I received it.
Connect with an expert
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 Best answer

Accepted Solutions

It about 1099-R, do I still report it as a inherit if got it 2 1/2 years ago?

Yes, still counts as/reported as Inherited. Can not be merged with other accounts. Should be "4" in Box 7.

View solution in original post

1 Reply

It about 1099-R, do I still report it as a inherit if got it 2 1/2 years ago?

Yes, still counts as/reported as Inherited. Can not be merged with other accounts. Should be "4" in Box 7.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies