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New Member
posted Jul 9, 2020 7:54:30 AM

Inherited IRA Distribution

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?

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3 Replies
Level 15
Jul 9, 2020 7:57:07 AM

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?

Level 15
Jul 9, 2020 7:59:19 AM

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.

New Member
Jul 9, 2020 8:04:04 AM

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