About ctx192021

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Solved Re: Spousal Inherited IRA to take RMD and Then Assume

@MarilynG1 do you have any advice as well for the questions above?Thank you.

ctx192021

Updated Feb 16, 2025
Solved Re: Spousal Inherited IRA to take RMD and Then Assume

So to be clear, the amount that I put into TT for each 1099-R will NOT match the amount on the 1099-R from the broker. But the total of both inputs will be equa...

ctx192021

2

Updated Feb 16, 2025
Solved Re: Spousal Inherited IRA to take RMD and Then Assume

I should clarify:The IRS has received the 1099-R with the #4 (death) in box 7 and the total amount of the rollover.By splitting it, it seems the only way to do ...

ctx192021

Updated Feb 16, 2025
Solved Re: Spousal Inherited IRA to take RMD and Then Assume

Thank you for your response, but I don't see how TT allows you to split it into 2.It asks you to put in the info that is on the 1099-R that you received.Are you...

ctx192021

5

Updated Feb 16, 2025
Solved Re: Spousal Inherited IRA to take RMD and Then Assume

In a similar situation to the OP.@dmertzwrote:"As a distribution and rollover, enter the Form 1099-R as received. Indicate that it's an inherited IRA that you i...

ctx192021

7

Updated Feb 16, 2025

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Date Registered	‎December 26, 2018 6:38 PM
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