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Retirement tax questions
I think the OP's underlying question to this is how the $$ are to be allocated at tax time.
i.e. Does the RMD value get allocated to just the Deceased person's final tax return and only the remainder to the beneficiary?
....or if rules allow it, can it all just be allocated to the beneficiary?
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If allocated separately, will/should one, or two separate 1099-R's be issued?
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
2 weeks ago