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Implications of untracked 1099-Rs
Several years ago I inherited an IRA (now a Beneficiary IRA). I took the annual RMDs based on the decedent's age, as required.
However, I didn't enter any 1099-R forms into TurboTax, since they didn't seem to impact my taxes for that year. I doubt I can reconstruct the history of those 1099-R forms now, since this has been ongoing for some time now. With a lot of effort I might be able to find most of them, if necessary.
Are there implications from this that I will need to deal with, now or in the future?
Topics:
March 16, 2025
12:40 PM