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April 11, 2025
Question

I received a payment from an inherited IRA. I received a 1099-R for that payment. Do I answer yes to Did you withdraw money from your retirement plan?

  • April 11, 2025
  • 1 reply
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    1 reply

    April 11, 2025

    Yes, because you received the money from your inherited IRA, you withdrew the money from a retirement plan.