There are two totaling $34000 that were named in my name and given to me after my mother passed in 2019. I was given them in 2022.
02806
1 Best answer
dmertz
Level 15
Dec 31, 2023 1:06:48 PM
Inheritance of the annuities is not reportable. Distributions from the inherited annuities are reportable. You'll receive Forms 1099-R for such distributions.
2 Replies
Anonymous_
Level 15
Dec 31, 2023 9:38:50 AM
dmertz
Level 15
Dec 31, 2023 1:06:48 PM
Inheritance of the annuities is not reportable. Distributions from the inherited annuities are reportable. You'll receive Forms 1099-R for such distributions.