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Retirement tax questions
"Do I enter the amount taken by the deceased as his total RMD for 2024 on his return?"
Yes. The remainder of his RMD was no longer his responsibility, so do not include the remainder when asked the amount that he was required to take. That responsibility transferred to his beneficiaries upon his death and only the remainder became the responsibility of the beneficiaries.
‎February 2, 2025
9:22 PM