Wife passes away, traditional IRA is in an Estate account. Spouse is sole beneficiary and I believe has 5 years to withdraw all monies. Spouse takes first distribution in 2024, Estate receives F1099-R and F1099-R show taxes paid on that withdrawal by the estate.
Does estate file a F1041? Does spouse need to receive a K-1 to report the distribution on his personal F1040? Will spouse have to also pay tax on distribution although the estate already paid the tax? Double taxed???
How to get tax refunded if this is the case?
