Inherited IRA Distribution

[K1200LT]

My wife received a death benefit of $8091.97 from her mother's IRA. This was from Ameriprise and they withheld $809.19 for taxes. I was not sent a 1099R how do I claim this money in Turbo Tax premier?

[VolvoGirl]

You have to get the 1099R.  Ask the plan for another copy.   Maybe they have your address wrong.  When did you get it?  Maybe it goes on next year's return?

[macuser_22]

If this was a 2019 distribution then they were required by law to send a 1099-R no later then Jan 31,2020.   You must have the 1099-R to file with the proper codes.

Contact the payer for a copy.

[K1200LT]

Thanks, I've requested a copy.  It needs to go on this year's taxes.