topic If I’m fill out an Ira as a beneficiary do I need to put the original account holder name or my name in Retirement tax questions

If I’m fill out an Ira as a beneficiary do I need to put the original account holder name or my name

Anthonyjamespatton — Sat, 22 Nov 2025 05:59:22 GMT

Re: If I’m fill out an Ira as a beneficiary do I need to put the original account holder name or my name

VolvoGirl — Sat, 22 Nov 2025 09:09:10 GMT

Are you trying to enter a IRA distribution or what? You need to wait to get the 1099R. It should be in your name and your ssn. There will be a code in box 7 probably a code 4.

Re: If I’m fill out an Ira as a beneficiary do I need to put the original account holder name or my name

rjs — Sat, 22 Nov 2025 23:47:36 GMT

I'm not sure what you mean by "fill out an IRA." If you are asking about entering a distribution from an IRA in TurboTax, you enter the name as it appears on the Form 1099-R that you get from the IRA custodian. The custodian will send out the 1099-R in January after the end of the year in which you received the distribution.

Re: If I’m fill out an Ira as a beneficiary do I need to put the original account holder name or my name

dmertz — Sun, 23 Nov 2025 13:08:26 GMT

A distribution from an IRA paid to a beneficiary goes on the beneficiary's tax return.

Re: If I’m fill out an Ira as a beneficiary do I need to put the original account holder name or my name

fanfare — Tue, 25 Nov 2025 06:05:14 GMT

More detail; is needed re your situation.

@Anthonyjamespatton