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Retirement tax questions
Yes, TurboTax says that either the MIL or Julie is required to take an RMD in 2023. As I stated previously, the RMD was indeed taken earlier in the year prior to the MIL death. TurboTax is referencing the distribution of the IRA to my wife post-death of MIL. I don't believe my wife is required to take an RMD (in addition to the one the MIL already received) for this distribution.
‎February 3, 2024
11:08 AM