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New Member
posted Apr 3, 2021 2:39:49 PM

Inherited Roth IRA 1099-R, page asks the question...When did (name) open a Roth IRA. Should this reflect the name of the deceased or the person who inherited the IRA?

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2 Replies
Level 15
Apr 3, 2021 3:20:46 PM

The deceased.

New Member
Apr 6, 2021 7:46:15 AM

Thank you!