Solved
My mother passed away last year. I received funds from New York Life Insurance and Annuity on 1099R Is this considered an inherit an IRA?
Question: Did XXXX inherit the IRA from XXXXX & XXXXXX
Received distribution of monies.
It depends. This sounds more like a life insurance settlement, which is not an IRA but are you certain this is an IRA? On the 1099R, is the box checked that indicates this is a IRA/SEP/SIMPLE?
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