I am preparing a deceased taxpayer's final return. She did not make a 2024 RMD, but the person who inherited the Trad IRA made an RMD well in excess of the deceased taxpayer's RMD for that account. I don't see anywhere in TT that I can document that, in answering "No" as to whether she made her RMD, a qualified RMD for that account was done by the beneficiary. Do I just answer No and let the IRS ask for more info/payment and deal with it then?
Update: It appears the IRS ruled that the year-of-death RMD is the responsibility of the beneficiary (not pro-rated at all), so I guess I have no issue. I'm not sure why they ask how much the deceased taxpayer had distributed in the year of death if they cannot link that amount with the amount subsequently distributed by the beneficiary, unless it's just to confirm why there is no 1099-R for the deceased taxpayer in her return.
