Markus7
New Member

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.