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4 replies

GiseleD
GiseleD
Level 14
January 18, 2020

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
    March 10, 2020

    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
    Level 15
    March 10, 2020

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

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