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I received an inherited IRA in December. The RMD was dispersed to my mothers estate earlier in 2019. Her tax forms will be filed by the executor Is Form 5498 filed?

Do I add Form 5498 details to my return as I personally have not taken a disbursement?

Best answer by fanfare

form 5498 is not to be filed.

there is nothing to do on your 2019 return.

you must take RMD starting for the calendar year after the year of death,

unless you choose to remove it all within five years.

Employee

form 5498 is not to be filed.

there is nothing to do on your 2019 return.

you must take RMD starting for the calendar year after the year of death,

unless you choose to remove it all within five years.

Thank you very much.

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