About Sam190909

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Solved Re: 1099r inheritance RMD

Thank you KathrynG3,How would I determine the basis of assets contributed by my father?

Sam190909

Updated Apr 01, 2023
Solved Re: 1099r inheritance RMD

Hmmm - ok - its a 1099R and IRA/SEP/SIMPLE is checked off. Those are the questions in Turbotax State for NJ

Sam190909

3

Updated Apr 01, 2023
Solved Re: 1099r inheritance RMD

Thanks Dave,I inherited a regular IRA in 2019 and took a lump sum distribution as a result of a parent passing in 2019. My understanding is that the lump sum in...

Sam190909

5

Updated Apr 01, 2023
Solved Re: 1099r inheritance RMD

Thank you. Im in State now (NJ) and Turbotax is asking is this is the first withdrawl from the IRA.If I say Yes, it asks for Total of IRA contributions previou...

Sam190909

7

Updated Apr 01, 2023

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Date Registered	‎March 2, 2020 7:34 AM
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