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Retirement tax questions
If the inherited account was still in existence at year-end, you should have received a Form 5498 from this account reporting to you the end-of-year Fair Market Value needed to calculate the Required Minimum Distribution for this account for the following year. If the account was a Roth IRA, this Form 5498 would have the box 7 checkbox for Roth IRA marked.
‎August 8, 2019
2:41 PM