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Re: IRA rolled over to trust was then passed on to beneficiary as inherited IRA (non-taxable). 1099-...

Thanks for replying. The IRA was transferred to the trust (i.e. rolled over), then transferred to the trust beneficiary. This is allowable. Natalie Choate addre...

jill3

2

Feb 08, 2022
IRA rolled over to trust was then passed on to beneficiary as inherited IRA (non-taxable). 1099-R wa...

Rolled over IRA showing up as net accounting income on statement but nowhere on form 1041.

jill3

5

Feb 08, 2022

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