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Level 2
posted Apr 12, 2025 4:44:37 PM

Turbo tax 2024 For interited 403b. Does not take me to inherited section.

Turbo tax 2024 Premier - I have an inherited 403b. My 1099-R has box 7 (code 4 - death) and the SEP/IRA/SIMPLE box is not checked. When I enter that into Turbo tax, it does not take me to the part where it asks, "Was it inherited?". I think it assumes that the 403b is mine. In the past, it always took me to the inherited question. If I check the SEP/IRA/SIMPLE box, it takes me to the inherited question, but that is not correct and not what my 1099-R says. Please help me complete this section correctly. Thanks.

 
 

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