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Get your taxes done using TurboTax
@RobertB4444 I'm confused, I thought this forum was connecting me with a "tax professional"? I do my own taxes. The 50% tax is because minimum distributions weren't taken within the 5 years after his death (2019). That is the old rule. It has since changed for anyone who passed 2020 and later now have 10 years for RMD.
‎February 5, 2025
4:33 PM