RobertB4444
Expert Alumni

Retirement tax questions

Yes, that is ok.

 

But it's really unnecessary. 

 

Whether it is an RMD or not doesn't change how much tax is owed on it.  And inherited IRAs have different distribution rules.  Just make sure that the amount that she received is on the return and you should be all set.

 

This is the IRS rules on Inherited IRAs. 

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