JulieS
Expert Alumni

Get your taxes done using TurboTax

Yes, you are getting a little too technical with this.

 

When TurboTax asks if your father took his RMD for 2021, you can answer yes, because the RMD was taken by his beneficiaries.

 

The IRS tracks the IRA accounts and whether the RMD was taken. They don't try to cross reference SSN of owners, decedents and beneficiaries.

 

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