topic Clarification of interview question, "Did you inherit the IRA from XXX XXX Bank?" in Retirement tax questions

Clarification of interview question, "Did you inherit the IRA from XXX XXX Bank?"

Jacks-son — Tue, 04 Jun 2019 00:16:23 GMT

Well, I inherited the IRA. I inherited it from my father, but not from the Bank. How am I supposed to answer? Yes or No?

If the question were, "Did you inherit the IRA?" or "Did you inherit the XXX XXX Bank IRA", I would know to answer "Yes".

Answer Yes. It just wants to know if you inherited the...

IreneS — Tue, 04 Jun 2019 00:16:25 GMT

Answer Yes. It just wants to know if you inherited the IRA. It is confusing wording!

Thank you, TurboTaxIrene!. I originally had answered "no"...

Jacks-son — Tue, 04 Jun 2019 00:16:26 GMT

Thank you, TurboTaxIrene!. I originally had answered "no" a few days ago, but it had lump the beneficiary IRA together with my personal IRA and its basis. Not good.

I deleted the original 1099-R data, re-entered it, answered "yes" to that question, and now it is behaving properly.