topic Re: Inheritance in Get your taxes done using TurboTax

Inheritance

robbrewer12 — Tue, 24 Feb 2026 06:39:58 GMT

Do I file a 1099 form with inheritance

Re: Inheritance

JBedford — Wed, 28 Jun 2023 20:45:39 GMT

Hi, @robbrewer12 , thanks for the question! To answer, generally speaking, inheritances are not taxable. However, are you saying that you received a 1099 form in your name and Social Security number?

Hope this helps, please let me know if this raises additional questions!

Re: Inheritance

DoninGA — Wed, 28 Jun 2023 20:49:42 GMT

There is no federal inheritance tax in the U.S., and only six states — Iowa, Kentucky, Maryland, Nebraska, New Jersey and Pennsylvania — actually impose a state-level inheritance tax.

What type of inheritance did you receive?

Re: Inheritance

robbrewer12 — Wed, 28 Jun 2023 20:54:35 GMT

The inheritance is in my fathers estate and my sister will distribute it to me mid September 2023. Dose she send me a tax form like a 1099 or do I just don’t say anything on my tax return?

Re: Inheritance

JBedford — Wed, 28 Jun 2023 20:56:55 GMT

Based on that information, she would not issue a 1099, and you would not need to report this on your personal tax return. Hope this helps!

Re: Inheritance

DoninGA — Wed, 28 Jun 2023 20:58:17 GMT

@robbrewer12 wrote:

The inheritance is in my fathers estate and my sister will distribute it to me mid September 2023. Dose she send me a tax form like a 1099 or do I just don’t say anything on my tax return?

If this is a cash inheritance then it is not reported on a federal tax return and you do not receive a federal tax form for the inheritance.

Re: Inheritance

robbrewer12 — Wed, 28 Jun 2023 21:02:55 GMT

Thank you