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  • Re: For the 2024 tax year did the IRS waive the penalty for failing to take a RMD from an Inherited IRA?
dmertz
dmertz
Level 15
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Retirement tax questions

To be subject to the 10-year rule, the trust must be qualified for look-through:

https://www.irs.gov/publications/p590b#en_US_2023_publink100090033

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‎November 23, 2024 10:20 AM
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