My 71 y.o. mother passed in Dec 2019 and I was notified in Jan 2020 that she had me listed as sole beneficiary of a very old IRA which had $15k total in it. Instead of dragging out withdrawals, I elected for a lump sum payment. Federal tax was automatically withheld, however as I reside in Pennsylvania I'm unsure if (a) state taxes are owed [believe so] and (b) if so, what form I should use to pay an estimated tax. Any guidance is greatly appreciated.
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Sorry for your loss.
The income from the 1099-R for your inherited IRA that you enter in your Federal return will be added to your other income total for the year.
If tax was withheld, you may not owe any additional tax on your 15K distribution on either your Federal or Pennsylvania returns.
There's no need to pay Estimated Tax since this was a one-time distribution.
Pay attention to the follow-up questions if underpayment penalties are indicated. You will not be liable for those.
Click this link for more info on How to Enter an Inherited IRA.
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