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Retirement tax questions
Here are more specifics: The deceased died in May, 2016 at age 92. There were multiple beneficiaries, allocated equally. Prior to death the RMD was being paid monthly from the deceased's IRA, so it was partially paid at the time of death. One beneficiary's share was ROLLED OVER into an inherited IRA on November 1, 2016. The custodian of the new inherited IRA did not indicate any RMD was due for 2016, nor did the custodian of the original IRA. Should there have been an RMD made in 2016 for this inherited IRA ROLLOVER account?
May 31, 2019
8:32 PM