MikeC24
New Member

Retirement tax questions

Thank you - This is for an inherited IRA from my father (I'm not of RMD age yet) - the annual auto payment was shut off for 2020 and never restarted - the brokerage firm did not inform me that I missed the payment.  As I made the distribution in January 2023 there's no 1099R for 2022, but there will be one for 2023 for this distribution (and the one I take in Dec 2023).   Do I include this distribution with the 2022 filing?