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Retirement tax questions
Yes, the IRA was transferred to an Inheritance IRA and I've received two 5498's which I think was correct, but we also received a 1099 R code 4 for 2018 that box 1 and 2a showing the full amount of the original IRA (box 2a being the taxable amount) That was why I'm thinking I should not have received the 1099 R since we never took the IRA funds out, we rolled them into an "Inheritance IRA" in my wife's name The only monies taken out were for the RMD
‎June 4, 2019
2:32 PM