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Retirement tax questions
Thank you TurboTaxRichardG for the reply. Just to be clear, I am filing the form 5329 with my deceased father's 2015 return and not doing anything with my own return until I file for 2016? I would claim the RMD that I am taking from the account that was previously his in 2016, so will get a form 1099 to use for my 2016 taxes? Just curious how the 5329 form I file with my father's 2015 taxes gets connected to the missed 2015 RMD that I am taking under my own name and caiming on my own taxes next year?
‎June 7, 2019
3:06 PM