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Retirement tax questions
Did you have your own IRA account in Vanguard back in 2015? They didn't move her IRA into your IRA back then? When my husband died last year Vanguard just moved his IRA into mine. No 1099R at all. If you had a Inherited IRA were you taking withdrawals from it? I think an Inherited IRA is different than a spouse's IRA. What kind of IRA account do you have at Vanguard? Is it a ROTH IRA? I'll page @dmertz for more info. But yes, ask Vanguard what code will be in box 7. Like code G?
‎November 4, 2024
2:03 PM