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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
April 8, 2024
5:32 PM