I chose not to have on line access for security. We don't do any account actions or banking on line. I could ask for Custodian’s copy of the completed IRA paperwork. But, what did you mean when you said " not having the IRA box checked may have an adverse tax affect with some tax programs?" And is there any way around that?
This is regarding earlier question: IRA/Inherited IRA paperwork was filled out, and they have assured me they will show code 4 on the 1099 to indicate Death Distribution for any RMD withdrawals from this account. IRA account has now been transferred due to death as an Inherited Traditional IRA.The title of the new inherited IRA shows the decedent's name (and parenthetically says "Deceased") and the Beneficiary's name (and parenthetically says "Beneficiary") but it does not say IRA anywhere in the title-- is this okay? Thank you again.