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JCFABF
Level 2
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  • @dmertzthanks for the clarification. I agree that my wife would have to take an RMD from her inherited IRA. The 1099-R indicated that she received a full distri...
    JCFABF
    Updated Feb 06, 2023
  • My wife would have had the same situation but the IRA was relatively small and there was no practical way to keep it so she had to liquidate it fully. That is r...
    JCFABF
    2
    Updated Feb 06, 2023
  • @VolvoGirland @dmertzcode in box 7 is 4
    JCFABF
    Updated Feb 06, 2023
  • Thank you both @dmertz and @VolvoGirl for your help. I was able to tell TurboTax that no RMD was necessary for my wife. As suggested, I did look at all the form...
    JCFABF
    6
    Updated Feb 06, 2023
  • The 1099 is associated with my wife, not me. The error message clearly indicates her name. My RMD situation is handled properly by TT.
    JCFABF
    9
    Updated Feb 06, 2023
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