Inherited Roth IRA...nothing I do changes the balances

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Last Post by Sotirios Keros 3 months ago

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Sotirios Keros

(@stkeros)

Estimable Member

Joined: 4 years ago

Posts: 50

Topic starter July 5, 2025 12:51 pm

I'm confused about the Inherited Roth IRA distribution inputs/outputs.

Suppose plan year is 2026, Year inherited is 2026, Distribution period is 5 years and RMD Start year is 2026. When I do this, the inherited Roth IRA balance doesn't change as viewed in the balance sheet.. Actually, I cannot find any combination of values that will result in any Roth IRA withdrawals. The identical inputs for a pre-tax IRA, however, work as I expect (a drawdown of the IRA over 5 years to zero).

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