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I received a 1099 r form from a company. It was provided for money I received as an inheritance when my mom died. Should I have received a 1099r form or a 1099s form?

 
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AmandaR1
New Member

I received a 1099 r form from a company. It was provided for money I received as an inheritance when my mom died. Should I have received a 1099r form or a 1099s form?

Form 1099-R is correct for any retirement activity, including inheritance of retirement plans. If real estate property was sold as part of your inheritance, then you'd receive a form 1099-S.

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AmandaR1
New Member

I received a 1099 r form from a company. It was provided for money I received as an inheritance when my mom died. Should I have received a 1099r form or a 1099s form?

Form 1099-R is correct for any retirement activity, including inheritance of retirement plans. If real estate property was sold as part of your inheritance, then you'd receive a form 1099-S.

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