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Get your taxes done using TurboTax
Yes, you will include both the 2023 and 2024 distributions on the 2024 tax return since it was missed in 2023.
- Form W-4R (You can use this to have federal tax withheld from the payments if you choose)
As a reminder: If the account holder's death occurred after the required beginning date (your scenario), the non-spouse beneficiary may:
- Take distributions based on the longer of their own life expectancy or the account owner's remaining life expectancy.
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March 19, 2024
1:00 PM