dmertz
Level 15

Retirement tax questions

If you received $3,439 from this inherited IRA in 2023, the amount in boxes 1 and 2a should be $3,439.  Was the difference, $3,073, moved by nonreportable trustee-to-trustee transfer to another inherited IRA maintained for your benefit instead of being paid to you or was $3,439 actually paid out to you?