topic Mother passed away in 2016. Problem with IRA. Distribution taken in Jan. Do I list the distribution for 2016 or 2017? How can I avoid the penalty? Distribution $489 in Retirement tax questions https://ttlc.intuit.com/community/retirement/discussion/mother-passed-away-in-2016-problem-with-ira-distribution-taken-in-jan-do-i-list-the-distribution-for/01/583255#M54757 Wed, 05 Jun 2019 22:51:04 GMT mtknakmjk 2019-06-05T22:51:04Z Mother passed away in 2016. Problem with IRA. Distribution taken in Jan. Do I list the distribution for 2016 or 2017? How can I avoid the penalty? Distribution $489 https://ttlc.intuit.com/community/retirement/discussion/mother-passed-away-in-2016-problem-with-ira-distribution-taken-in-jan-do-i-list-the-distribution-for/01/583255#M54757 Wed, 05 Jun 2019 22:51:04 GMT https://ttlc.intuit.com/community/retirement/discussion/mother-passed-away-in-2016-problem-with-ira-distribution-taken-in-jan-do-i-list-the-distribution-for/01/583255#M54757 mtknakmjk 2019-06-05T22:51:04Z I'm sorry for your loss. If the distribution was taken in... https://ttlc.intuit.com/community/retirement/discussion/i-m-sorry-for-your-loss-if-the-distribution-was-taken-in/01/583259#M54758 <P>I'm sorry for your loss. If the distribution was taken in January of 2017, then it needs to be reported in 2017, and a 1099-R will be issued next year for this. It won't be reported on your mother's tax return, because 2016 will be her final return. Either the estate or the beneficiaries will report this income. Why do you believe that there will be a penalty?</P> Wed, 05 Jun 2019 22:51:06 GMT https://ttlc.intuit.com/community/retirement/discussion/i-m-sorry-for-your-loss-if-the-distribution-was-taken-in/01/583259#M54758 IsabellaG 2019-06-05T22:51:06Z