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Get your taxes done using TurboTax
@LMM02 wrote:
The social is not listed as social but as recipient's ID number.
Initially I would tell you that they have to file the Form 1099-R on their own tax return.
But I will page one of our experts who can give you exact information on this situation - @dmertz need assistance on this 1099-R issue for a minor inheriting.
March 24, 2024
11:45 AM