https://ttlc.intuit.com/community/retirement/discussion/only-part-of-my-ira-was-inherited-from-my-spouse-and-merged-into-my-ira/01/2040601#M137246 How do I show this on my tax form? Sun, 07 Mar 2021 15:43:26 GMT Jerry731 2021-03-07T15:43:26Z https://ttlc.intuit.com/community/retirement/discussion/only-part-of-my-ira-was-inherited-from-my-spouse-and-merged-into-my-ira/01/2040601#M137246 How do I show this on my tax form? Sun, 07 Mar 2021 15:43:26 GMT https://ttlc.intuit.com/community/retirement/discussion/only-part-of-my-ira-was-inherited-from-my-spouse-and-merged-into-my-ira/01/2040601#M137246 Jerry731 2021-03-07T15:43:26Z https://ttlc.intuit.com/community/retirement/discussion/re-only-part-of-my-ira-was-inherited-from-my-spouse-and-merged-into-my-ira/01/2040867#M137261 <P>If you mean that you received a code-4 distribution but only rolled over part of that distribution into your own IRA, to accommodate TurboTax's limitations with regard to reporting this you'll need to split the code 4 Form 1099-R into two, one for the portion that you rolled over to your own IRA and the other for the portion that you cashed out.</P><P>&nbsp;</P><P>If instead you mean that you received a distribution from your own IRA (code 1, 2, or 7 in box 7), the fact that some of the money in your IRA came from an IRA inherited from your spouse has no bearing on how you report the distribution.&nbsp; The IRA is all your IRA now.&nbsp; It is no longer an inherited IRA.</P> Sun, 07 Mar 2021 16:37:12 GMT https://ttlc.intuit.com/community/retirement/discussion/re-only-part-of-my-ira-was-inherited-from-my-spouse-and-merged-into-my-ira/01/2040867#M137261 dmertz 2021-03-07T16:37:12Z