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Shells17
New Member

I inherited a small pension when my Dad passed away. I received a 1099R that states the whole amount is taxable. Is this correct?

 
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JulieR
New Member

I inherited a small pension when my Dad passed away. I received a 1099R that states the whole amount is taxable. Is this correct?

Yes. In general, inherited retirement plan distributions are taxable.  

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JulieR
New Member

I inherited a small pension when my Dad passed away. I received a 1099R that states the whole amount is taxable. Is this correct?

Yes. In general, inherited retirement plan distributions are taxable.  

View solution in original post

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