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April 15, 2022
Question

My father-law passed away. His IRA was split between my wife and her 3 siblings. She withdrew her portion last year. Do I still check "I inherited this IRA"?

  • April 15, 2022
  • 1 reply
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1 reply

JohnB5677
April 17, 2022

Yes, this was her dad's retirement plan.  It should also indicate "Total Distribution" so that it doesn't come up again next year.

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