RichardG
New Member

Retirement tax questions

You have the process down correctly.  Because you used forms mode to create Form 5329, it's likely you won't be allowed to e-file your father's return.  Just mail it in if that happens.  It's common for a taxpayer to die before taking a RMD for the year and the beneficiary winds up taking the distribution,  Presumably the IRS has a way of tracking this.