- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
1099R
I inherited a retirement account from my mother who passed in 2018. I moved the account to a different financial provider than she used. I have to take so much out per year, so I elected a monthly withdrawal and elected to have taxes taken out. The question states did you inherit from National financial services- the technical answer is no- I inherited it from a different financial company and then just rolled it over to this current company. Do I answer no or yes to the question did you inherit from NFS?
‎January 22, 2020
6:12 PM