IRD on IRA inheritance - Spidell

IRD on IRA inheritance

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Message Board IRD on IRA inheritance

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    • #225775
      Robert Castle
      Participant

      Taxpayer inherited an IRA from the decedent. The decedent did not take the minimum Required Distribution (MRD) and the taxpayer (beneficiary) made a withdrawal to cover the MRD and received a 1099-R. Is this Income with respect to decedent (IRD) that can be passed back to the decedent’s final tax return?

    • #226196
      Lynn Freer
      Participant

      No it isn’t because it wasn’t withdrawn by the decedent

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