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Retirement tax questions
To report it correctly you need a Form 1099-R. Have you rolled the IRA that you were the beneficiary of to an "Inherited IRA"? If so, did you take the distribution before or after you rolled the IRA into an Inherited IRA? If the later, you should have received a Form 1099-R. You should contact the IRA administrator to obtain a copy. If it was the former, you should contact the IRA administrator about correcting the disbursement.
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March 17, 2025
8:38 PM