Skip to main content
March 4, 2025
Question

If I inherited an IRA, the 1099-R does not provide RMD information. How am I supposed to know what or/if there is/was an RMD?

  • March 4, 2025
  • 1 reply
  • 0 views
No text available

    1 reply

    March 4, 2025

    If you can get a copy of the Form 5489 from the trustee, the RMD amount will be in Box 12b.  The trustee must provide the information, so you can call them company that issued the 1099-R.