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Valic Roth retirement inheritance. How to report on taxes. I re-invested it and mother past away this passed year
My financial advisor said that the inheritance was not taxable but when I select the I inherited this IRA it is calculating that I owe! I did receive a 1099R. In the Do any of these situations apply to you do I not select I inherited this IRA?
‎February 29, 2024
7:02 AM