https://ttlc.intuit.com/community/retirement/discussion/inherited-ira/01/3022704#M199537 <P>My husband and his sister are beneficiaries of their mother's IRA who passed away early January 2022. My husband took his half in a lump sum in 2022 and his sister took her half in a lump sum in January 2023. My husband got a 1099-R for his portion and TurboTax is asking us how much applies to the RMD that needs to be taken out. How do we figure this out?</P> Tue, 24 Feb 2026 05:20:27 GMT JMBarrett 2026-02-24T05:20:27Z https://ttlc.intuit.com/community/retirement/discussion/inherited-ira/01/3022704#M199537 <P>My husband and his sister are beneficiaries of their mother's IRA who passed away early January 2022. My husband took his half in a lump sum in 2022 and his sister took her half in a lump sum in January 2023. My husband got a 1099-R for his portion and TurboTax is asking us how much applies to the RMD that needs to be taken out. How do we figure this out?</P> Tue, 24 Feb 2026 05:20:27 GMT https://ttlc.intuit.com/community/retirement/discussion/inherited-ira/01/3022704#M199537 JMBarrett 2026-02-24T05:20:27Z https://ttlc.intuit.com/community/retirement/discussion/re-inherited-ira/01/3022718#M199538 <P>Just say all of it was RMD.&nbsp;</P> Wed, 12 Apr 2023 03:54:54 GMT https://ttlc.intuit.com/community/retirement/discussion/re-inherited-ira/01/3022718#M199538 Bsch4477 2023-04-12T03:54:54Z https://ttlc.intuit.com/community/retirement/discussion/re-inherited-ira/01/3022915#M199545 <P>Thank you!</P> Wed, 12 Apr 2023 08:27:55 GMT https://ttlc.intuit.com/community/retirement/discussion/re-inherited-ira/01/3022915#M199545 JMBarrett 2023-04-12T08:27:55Z