sansa12
Returning Member

Inherited IRA paperwork

My mom passed away last July and I inherited a traditional ira. Prior to receiving the check I have them take 20% out in Federal tax. I did my taxes and it took an additional $1,250 which I think is due to it throwing me into another tax bracket. My question is before e-filing my taxes do I need to fill out any other paperwork other than what it asks me when I did turbotax. I did check the box it said inherited IRA and it did a self-check and said everything was okay. I'm just seeing if I need any other paperwork. Also I'm doing my mom's taxes now that she is gone there is no more state it has been dissolved and I need to know if there's any other paperwork that I need to file with her taxes in order to receive her refund. I am the power of attorney and I am the closest living family member?