BobKamman
Level 15
02-08-2022
03:33 PM
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Vocabulary here is important. "Transfer" and "rollover" and "distribution" are not the same. Maybe it was rolled over to the trust's IRA. (Can a trust have an inherited IRA? My clients usually work hard to avoid that.) Maybe it was then rolled over to the beneficiary's inherited IRA. Did the beneficiary receive a 1099-R, and what does it show?