- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
You are correct.
Nothing is reported about on your father's return as the beneficiary is responsible for taking the year-of-death RMD.
You will report both the 1099-R and 1099-INT on your tax return. There is no penalty for early withdrawal even if you are under 59 1/2.
I'm sorry for your loss.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
March 9, 2022
1:27 PM
484 Views