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February 21, 2025
Question

Annuity Inheritance Inherited Form 1999-R

  • February 21, 2025
  • 0 replies
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I received an inheritance distribution in all cash from my 95 year old mother.  Turbo Tax is indicating RMD amount should not be $0 since it was inherited. I am not at RMD age.  Does it make a difference? It is all cash, and I believe taxable? What do I put?