turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Drake1cmd
New Member

Do I have to take RMD from the 401k that I created from beneficiary money my deceased wife left me?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions
dmertz
Level 15

Do I have to take RMD from the 401k that I created from beneficiary money my deceased wife left me?

I suggest asking the 401(k) plan.  With the changes brought about by the SECURE and SECURE 2.0 Acts, there are many factors that go into determining when you must take RMDs such as your age, your wife's age, the year that your wife died, etc.

View solution in original post

2 Replies

Do I have to take RMD from the 401k that I created from beneficiary money my deceased wife left me?

 
dmertz
Level 15

Do I have to take RMD from the 401k that I created from beneficiary money my deceased wife left me?

I suggest asking the 401(k) plan.  With the changes brought about by the SECURE and SECURE 2.0 Acts, there are many factors that go into determining when you must take RMDs such as your age, your wife's age, the year that your wife died, etc.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies