Retirement tax questions

best to call the IRA trustee and get a copy of his 1099Rs.  Call the other companies you mentioned where documents are missing.  There may not be one if there were no distributions against his social security # in 2019, other than something that reflects the transfer to the beneficiaries, which has no tax impact for the return

 

Good to hear the beneficiaries took the 2019 RMD before December 31 - that satisfies the 2019 requirement even though it was the beneficiaries and not your father who actually took the money out of the IRA.   The rules is that the RMD, which is based on the December 31, 2018 balance must be distributed by either the owner (your father) or his beneficiaries no later than December 31, 2019.  Sounds like that occurred.  Nothing to report on your dad's 2019 tax return as it sounds like the IRA was distributed to the beneficiaries and they took the RMD and are responsible for the associates taxes.