Question

I got an IRA distribution of $2,984 inheritance. What do I need to file? I do not have a 1099-R. I live in South Carolina, but the Distribution was in California.

Forum|Forum|6 years ago
May 3, 2020
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TurboTax Self Employed Online

Employee

If it was paid to you and you were the benificuary then you should have received a 1099-R no later then January 31, 2020. Contact the payer for a replacement 1099-R.

If the estate was the benificuary and it was paid by the estate then you should have received a K-1 form from the estate executor.

**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.**