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    Roth Ira

    In 2005, a taxpayer, who is the son and sole beneficiary of his mother' Roth IRA, withdraw all of his mother's IRA because of her death. The amount of withdrawal was $15,000. Of which, $5,000 was the earnings and $10,000 basis.
    At the end of January, taxpayer received Form 1099-R. Line 1, Gross Distribution, $15,000; Line 2, Taxable Amount, $15,000. Distribution Code: Death.
    My questions are: 1. Is the amount of taxable income on 1099-R correct? If not, what are the actions needed to correct the taxable amount and what are the attachments needed to file 1040?
    Thanks for your time.

    #2
    Date Roth Ira Established

    When did the deceased Mother establish the Roth IRA?

    Sandy

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