davidhunternyc
Member
My mother sadly passed away in 2017. In May - June 2018 I inherited my mom's IRA. I did not touch the IRA. I did not remove any money from the IRA. Merrill Lynch did not send me a 1099R. Tomorrow is the tax deadline and I'm ready to file but I'm worried about not including a 1099R in my tax return. I've read that if I did not touch the IRA I do not need to include a 1099R in my tax return. I am not sure. Would a tax expert please let me know what the law is? I would greatly appreciate your help. Thank you.