- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
TT handling of deceased spouse RMD
I transferred my deceased spouse's retirement IRA to mine mid 2023. My spouse was required to take an RMD in 2023 as was I. I withdrew enough to cover both RMD's, but I could not get TT to separate my spouse's RMD from mine, so when asked 'how much of the withdrawal is for RMD?', I entered the combined amounts. I did not receive a 1099-R for my spouse's closed account, just for my account. What can I do in TT to clearly indicate my spouse's RMD and my RMD?
Topics:
‎February 13, 2024
1:06 PM