Hi, @dmertz
I read your response to the original post. I believe this is what I ended up doing with most of the accounts from my father when he passed. However, there is one beneficiary IRA left that we were not able to transfer due to the way it was titled. Currently, I'm told there is no beneficiary to this IRA. Both distributions we have made from it have gone to the estate and then been distributed to the beneficiaries of the estate. I am the executor and one of the beneficiaries of the estate. This year though, the estate checking account was closed out and there isn't another one. I've been trying to find out if its okay to make the distribution directly from the IRA to the beneficiaries, without going through an estate account. No one can give me a direct answer to this, so I've been trying to find the information myself. Have you found any information regarding this that you might be able to direct me to? Thanks!
