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Missing 1099R for Deceased Taxpayer and how to report
A relative died and the 2023 1099R for an RMD check received in 2023 by the decedent has not been resent by the IRA company. We have requested they mail a new 1099R but they have not responded and we never received the original which likely got lost in the mail upon the taxpayers death in Jan 2024. We recently found the check stub for the RMD check that was deposited into the decedents bank account so have the RMD amount.
Should we just file the tax return by Oct 15th 2024 without this RMD payment reported and then do an amendment if we ever get the 1099R form?
Any suggestions on what to do if you do not have the 1099R form?
Thank you
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‎October 5, 2024
3:19 PM