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Level 1
June 3, 2019
Question

I am filling taxes for a deceased person missing an end of year statement for an IRA. They withdrew an amount while he was alive. How do I complete this section?

  • June 3, 2019
  • 1 reply
  • 11 views
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1 reply

Level 10
June 3, 2019

You need to contact his/her account custodian for a copy of the 1099-R for the IRA.  If you cannot get it in time to file a return, remember to file an extension of time to file.

Here's how to File an extension in TurboTax.