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Retirement tax questions
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.
Thanks for your help.
March 18, 2025
9:02 AM