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Retirement tax questions
Perhaps I misunderstood. You said, "We received a 1099 R showing the full IRA amount as taxable." I interpreted this to mean that your wife received a code 4 2018 Form 1099-R showing in box 1 the entire value of the inherited IRA. If I misunderstood, please explain what you mean by "the full IRA amount."
‎June 4, 2019
2:32 PM