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March 29, 2023
Question

Why did I not receive a 1099-R as a beneficiary for an Inherited IRA?

  • March 29, 2023
  • 1 reply
  • 0 views
Non-spousal

1 reply

DoninGA
Employee
March 29, 2023

You will need to contact the plan administrator for why a Form 1099-R was not received.

fanfare
Employee
March 30, 2023

did you take any funds out of that inherited IRA in 2022 ?

If your answer is NO, that explains it.

@bryantcamp