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vboylan1975
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Inherited IRA was moved to a trust and then to the beneficiaries. 1099-R shows Estate as recipient of IRA. How do I report the distribution to the beneficiaries?
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Retirement tax questions
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June 4, 2019
12:54 PM
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Inherited IRA was moved to a trust and then to the...
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vboylan1975
in
Retirement tax questions
June 4, 2019
12:54 PM
June 4, 2019
12:54 PM
Distribution of IRA assets to Trust and then distributions to beneficiaries both occurred in 2017. Total distribution to beneficiaries in 2017 included bulk of Trust assets (inheritance) and all of IRA assets.
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June 4, 2019
12:54 PM
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June 4, 2019
12:54 PM
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