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Retirement tax questions
You have a lot of late RMDs to complete.
Your mother was required to take beneficiary RMDs beginning in 2012. You are required to have continued your mother's RMD schedule upon inheriting the IRA in 2015. The 10-year rule does not apply because your mother's death occurred before 2020 when the new rules took effect.
‎July 26, 2023
12:34 PM
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