DavidS127
Expert Alumni

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The 1099-R for the 2019 RMD distributed to your mother before her passing "belongs" on her "Final Tax Return for Decedent".  The answers to the questions for the 2019 RMD she received are "Yes" and "Received all of the RMD for 2019".

 

For the IRA you inherited, you now have an RMD as the beneficiary. The rules for an IRA inherited from someone other than a spouse are contained in IRS Publication 590-B.  You will have an RMD for the inherited IRA.  There are a couple of options for calculating your RMD, and the trustee for the IRA can assist you with that.

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