AmyC
Expert Alumni

Get your taxes done using TurboTax

Each situation is unique. I recommend you run through the IRS How Do I File a Deceased Person program. It is very detailed and will tell you exactly what is best for your situation.

I am very sorry for your loss.

 

The RMD was waived for 2020 but the question remains because of the people that moved money in 2020 for their 2019 retirement accounts.

 

@roblinx

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