dmertz
Level 15

Get your taxes done using TurboTax

Pub 590-B has not yet been updated to reflect the final regulations issued by the IRS.  The final regulations say that beneficiaries who are subject to the 10-year rule must take annual RMDs if the original participant died after their required beginning date for RMDs.  However, the IRS has waived the penalty for not taking such an RMD in 2024, so no need to claim in 2024 TurboTax that such an RMD was required.

 

Final regulations:  https://www.federalregister.gov/d/2024-14542