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eslove
New Member

Do I need to enter my deceased father's 1099 R, I received the proceeds from his Roth IRA, is that taxable?

 
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2 Replies
dmertz
Level 15

Do I need to enter my deceased father's 1099 R, I received the proceeds from his Roth IRA, is that taxable?

If the distribution was paid to you as beneficiary, this Form 1099-R should be in your name, not your father's name, and is reportable on your tax return.
JulieR
Expert Alumni

Do I need to enter my deceased father's 1099 R, I received the proceeds from his Roth IRA, is that taxable?

Yes, the 1099-R should still be entered on the return.  The distribution code on the form will indicate whether or not the distribution is taxable.

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