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Reporting requirement for inherited spousal IRA
My wife deceased in 2017 and her IRA was rolled into my IRA (I was the sole beneficiary and it was direct transfer from same custodian, Charles Schwab). I did not need to withdraw any money from IRA and I won't need to withdraw for few more years. Do I need to report this to 2017 tax return? Will I get 1099-R?
Help is appreciated.
Thanks,
Topics:
‎June 5, 2019
5:21 PM