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Retirement tax questions
thx @macuser_22 ,
Yes to both - The IRA owner died in 2019 and the IRA was also distributed as "inherited IRAs" in 2019.
The IRA itself had 20 named beneficiaries. It's in process now. Not everyone has "inherited" their portion of the IRA yet, but almost complete. Nothing was specified for the trust, only descendants.
No 1099-R because it's going on now and so far I don't think anyone has taken an actual distribution.
‎September 20, 2019
12:52 PM