dmertz
Level 15

Retirement tax questions

COPILOT is entirely wrong.

 

Nothing about the completion of the YoD RMD is reportable on your father's tax return.  Any distribution paid to a beneficiary is reportable only on the beneficiary's tax return.

 

Any power of attorney you and your sister had with respect to your father ended upon his death.  The executor or personal representative of your father's estate has the responsibility to handle the estate.

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