dcl766
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I realize this was resolved for the OP, but I also had an inherited IRA this year, and none of the questions that he’s indicated after he says “Hopefully this h...
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Thanks and agreed on the fact that the RMD will be taxable and the rolled over amount will not be.What’s baffling me is if I put the RMD amount in the stupid sc...
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Sure, thanks.Just a 4 for the RMD.A 4 and a G for the rollover amount.
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Thanks again.To clarify, only box 4 is checked for the RMD distribution.There is a 4 and a G checked for the total distribution that was rolled over.
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Thanks for the reply.I don’t see a spot anywhere on the 1099 (or that baffling screen that TT has apparently just recently added and which I pasted below) where...
Activity Feed for dcl766
- Posted Re: If I enter 1099-R for inherited IRA and the RMD portion of distribution, why does TurboTax be... on Retirement tax questions. March 6, 2025 5:44 PM
- Posted Re: First year of inherited IRA/retirement pension from my dadwhen I was discussing the distribut... on Retirement tax questions. March 6, 2025 3:37 PM
- Posted Re: First year of inherited IRA/retirement pension from my dadwhen I was discussing the distribut... on Retirement tax questions. March 6, 2025 3:34 PM
- Posted Re: First year of inherited IRA/retirement pension from my dadwhen I was discussing the distribut... on Retirement tax questions. March 6, 2025 3:33 PM
- Posted Re: First year of inherited IRA/retirement pension from my dadwhen I was discussing the distribution with Fidelity. They said that I had to take the RMD for 20 on Retirement tax questions. March 6, 2025 3:27 PM
- Posted First year of inherited IRA/retirement pension from my dadwhen I was discussing the distribution with Fidelity. They said that I had to take the RMD for 20 on Retirement tax questions. March 6, 2025 11:55 AM
- Posted Two separate 1099R’s for my non-taxable inherited IRA distribution and taxable required RMD from the same account on Get your taxes done using TurboTax. March 6, 2025 9:52 AM
- Posted Re: Turbo tax Type of account- IRA should not be selected unless this account is an IRA. on Retirement tax questions. March 3, 2025 10:34 AM
- Posted Turbo tax Type of account- IRA should not be selected unless this account is an IRA. on Retirement tax questions. March 3, 2025 8:21 AM
- Posted State of Illinois not confirming tax return received even though it was accepted on State tax filing. February 26, 2021 10:04 AM
- Cheered Re: How to answer TT questions about RMD on inherited IRA I liquidated immediately? for JulieS. January 30, 2020 5:46 AM
- Posted Re: How to answer TT questions about RMD on inherited IRA I liquidated immediately? on Retirement tax questions. January 29, 2020 5:58 AM
- Posted How to answer TT questions about RMD on inherited IRA I liquidated immediately? on Retirement tax questions. January 28, 2020 6:45 PM