MinhT1
Expert Alumni

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.

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