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Mmmellott
New Member

I received a lump sum payment from my father's retirement pay out when he passed away in 2024. How do I report this money?

 
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1 Reply
JamesG1
Expert Alumni

I received a lump sum payment from my father's retirement pay out when he passed away in 2024. How do I report this money?

Was the lump sum reported on an IRS form 1099-R or some other form?  Please clarify.

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