Can I list an inheritance in the form of a check for a cashed out traditional IRA from a deceased uncle as misc income if I will not be receiving a 1099R for it?

[MichaelL1 · Accepted solution]

You need to check on this.  Perhaps the Estate took the distribution and paid the income tax on it.

Then the Estate would have gotten the 1099R.  In this case, it would not be taxable income to you.

If you did cash this in 2017, and the check was issued to you directly, then there would be a 1099R issued to you.

I would suggest you check with the issuer of the check regarding the 1099R or the Executor of the Estate, as reporting this as "Other Income" is not correct.

 To enter pension and annuity Payments (1099-R)

• Click on Federal Taxes
• Click on Wages and Income
• Click on I'll choose what I work on (if shown)
• Scroll down to Retirement Plans and Social Security
• On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button