chance257
Returning Member

Retirement tax questions

Thank you KrisD15 for responding to my question

 

1) I received only one 1099-R for the inherited RMD and it was in my name (not my deceased husband's name)

2) Yes the 1099-R amount is ONLY the RMD amount (recall, I put the remainder in my own IRA account)

3) No, a 2nd 1099-R was not issued in my deceased husband's name