topic Re: Inherited IRA in Retirement tax questions

Inherited IRA

lauracote65 — Mon, 03 Feb 2025 16:18:45 GMT

I transferred an inherited IRA to another inherited IRA account. Do I have to report this on my taxes?

Re: Inherited IRA

RobertB4444 — Tue, 04 Feb 2025 20:59:36 GMT

No. You should receive no documentation for a trustee to trustee transfer.

[Edited 02/04/2025 12:59 PM PST ]

@lauracote65

Re: Inherited IRA

dmertz — Tue, 04 Feb 2025 00:09:37 GMT

NO. There should be nothing to report.

The inherited IRA was permitted to be moved only by nonreportable trustee-to-trustee transfer. You should receive no Form 1099-R for this movement of funds. A Form 1099-R showing this as a distribution would imply that a distribution was made that was not permitted to be deposited back into an inherited IRA.