dmertz
Level 15

Retirement tax questions

Upon the death of your father, responsibility to complete his RMD transferred to the beneficiaries.  With regard to your father's tax return, when TurboTax asks how much RMD he was required to take, enter only the amount that he actually took.  The remaining $94 being the responsibility of the beneficiaries needs to be split in some way between the beneficiaries and shown on the beneficiaries' tax returns.

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