Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Returning Member
posted Feb 14, 2025 2:01:51 PM

RMD for inherited Roth

I inherited a Roth IRA from my 89 yo father. I took out more than the required RMD. TT asked when I opened the account to check for the 5 year seasoning. Wrong question IMO. Should have asked when my father opened the original account. I am aware of the latest 10 yr rule but took an RMD last just to be safe. TT doesn't seem to have including the latest IRS ruling in their s/w logic.

0 851
0 Replies