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M
mohan
Level 3
April 14, 2022

DECEASED RETIREREMENT DISTRIBUTION AT BENEFICIARY'S

  • April 14, 2022
  • 1 reply
  • 7 views

hello, I need help for tax treatment. One of my client received IRA distribution for his two dependents son as part of distribution of a deceased relative. This distribution from NYS teachers association and they issued 1099-R. Do I need to show distribution of parents income? do i need any additional form.

Also, is this distribution  taxable in NY? I did not find any NY rules.

Please help me if anyone knows about proper treatment for FED and NY.

 

 

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    1 reply

    sjrcpa
    sjrcpa
    Level 15
    April 14, 2022

    If it was issued in the childrens' SSNs it goes on the childrens' returns.

    The more I know the more I don’t know.
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