Inherited IRA Distribution

Forum|Forum|6 years ago
July 9, 2020
3 replies
16 views

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

Level 15

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?

K1200LTAuthor

Level 2

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

macuser_22

Alumni - Champ

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.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**