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Level 1
June 3, 2019
Solved

I was given a $5,000 disbursement from my grandmother's estate before she passed. Do I need to report this? I never received any tax forms.

  • June 3, 2019
  • 1 reply
  • 2 views
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Best answer by macuser_22

It is not an inheritance from her estate if she was still alive.  Simply a gift that is not reportable.

1 reply

macuser_22
Alumni - Champ
Alumni - Champ
June 3, 2019

It is not an inheritance from her estate if she was still alive.  Simply a gift that is not reportable.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**