Ok- so MIL passed 3/29/20. Apparently she left money to both husband and my SIL. We received a 1099-R form in 2020 which I added to my taxes. Box 7 was marked 4 for death. Box 2b was marked taxable amt not determined and total distribution. And the IRA/SEP/SIMPLE box is checked. Now I paid an extraordinary amount of taxes on this. But recently was told that I may have filed something incorrectly as I may not have had to file taxes. Can someone help explain this?
Additional info not sure if important MIL was 72 1/2 when she passed.
