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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.
‎June 7, 2019
3:06 PM