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Get your taxes done using TurboTax
What happens if you just answer the question about total RMD taken as of 12/31/24 as $12,000? That is in fact what happened. Does the question specficially ask who paid the RMD?
Not really applicable in your case but the IRS in mid 2024 issued regulations saying that the year of death RMD can be made the later of the tax deadline filing date (typically April 15) OR the end of the year FOLLOWING the year of death. Perhaps Turbo tax has not been updated for these contingencies.
‎February 21, 2025
7:42 PM