Bob81
Returning Member

Retirement tax questions

He passed in Novrmber 2019 at 93 years old.  I did receive 1099's for his income(pension and social security) but nothing for his investments which consisted of an IRA, small life insurance and annuity.  He definitely did not take his RMD before passing.  All of the above investments have been distributed to his beneficiaries(children) at this point.