bbeardeb82
Returning Member

1099-R

My grandfather passed away in 2020 and left a retirement account to my mother.  My mother then passed away in 2021 and left that same retirement account to me.  Who would be considered the original retirement plan owner?  My grandfather was born before 7/1/1949 however my mother was not and therefore I do not know how to answer the question regarding a RMD.  In addition if my grandfather is considered the original plan owner how do I find out if an RMD amount had been distributed?