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 Tax Information and Reporting ~ Form 1099 for an Amount Received from a Deceased or Divorced Person's Account

 

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Tax Reporting:

 

Form 1099 for an Amount Received from a Deceased or Divorced Person's Account

 

If assets are transferred from an IRA or another qualified plan due to divorce, or you receive inherited IRA distributions due to a death, the IRS requires that you report these amounts.

 


 

Tax FAQs

 

Please Note:

In compliance with Treasury Department Circular 230, unless stated to the contrary, any information contained in these FAQs were not intended or written to be used and cannot be used for the purpose of avoiding tax penalties that may be imposed on any taxpayer.

 

IRS Circular 230 Notice: These statements are provided for information purposes only, are not intended to constitute tax advice which may be relied upon to avoid penalties under any federal, state, local or other tax statutes or regulations, and do not resolve any tax issues in your favor.

Tax Information and Reporting ~ US Person or Entity ~ Initial Data & Data Collection

 

 

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