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Get your taxes done using TurboTax
Mom question -RMD must be taken in 2022 in regards to the IRA. She was required, so are inheritors.
Dad
1. A rollover is not a taxable event.
2. All IRA's belonging to deceased must have RMD taken.
See Retirement Topics - Beneficiary for more about your particular situation.
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‎April 11, 2023
1:54 PM