- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
inherited IRA rolled into Estate
My sister passed Sept 2022. She had a traditional IRA which had a deceased person as the beneficiary listed. I am the only sibling--no husband living or children. I am the administrator of the estate. SO, the bank rolled her IRA over to an inherited IRA then I withdrew the monies and put it into the Estate account to pay her debts with. The remaining will come to me. Should I receive a 1099 from the bank to file this withdrawal? (no taxes were paid when the roll over accured)
Topics:
‎January 22, 2023
6:32 AM