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4 replies

GiseleD
GiseleD
Alumni - Intuit
Jan 18, 2020 12:30 AM UTC

Are you referring to an inherited IRA? If so, you can find some more information about inherited IRAs in IRS Publication 590-B Distributions from Individual Retirement Arrangements (IRA), page 5. Note, this is the 2018 version of the publication. The IRS has not yet released the 2019 version. 

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    Marie1846
    Level 2
    Mar 10, 2020 8:48 PM UTC

    My son was a beneficiary of part of my deceased husbands IRA.  He took his full distribution in 2019.  Should he have received a form from the payer (Merrill Lynch) for tax filling purposes?

    ThomasM125
    Alumni - Intuit
    Mar 10, 2020 8:54 PM UTC

    Yes, he should have received form 1099-R reporting his distribution received in 2019.

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