SisterHelpingWi
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Yes, the 401K 1099R is showing on line 5 with the word Rollover by 5b.No, I did not fix the 1099R for the distribution and put the X in the little IRA box betwe...
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This is what I determined based on further review:This was our deceased relative's 401k rolled over into an inherited IRA (apologies for the confusion).There we...
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Thanks - I was able to get to the draft 1040-SR.Do the right amounts show up on 1040 lines 4a and 4b? 4a and 4b show 0 (that seems to be the error as he got $17...
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Did they get two 1099R forms?YesWhat codes are in box 7 on them?The one for the rollover amount (not taxed) is 4G, The code on the form for the taxable distribu...
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- Posted Inherited IRA Distribution and 300%+ blended tax rate on Get your taxes done using TurboTax. October 9, 2025 9:55 AM