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Retirement tax questions
Yes, the distribution code was 4. My mom passed in January 2025. I know that the amount of the distribution was based on her age not mine. Does that mean she had to take the distribution? I will have to check if the RMD was because of her or done for those of us who inherited. There are multiple family members that also received distributions. This is so frustrating as this is the second tax program I've used to figure this out and there are so many people having problems with this issue! Thanks. Julie
‎February 20, 2026
7:13 PM