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gileanwixxar
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How to answer RMD question? Father died before IRA RMD; I took beneficiary RMD & have 1099. What should I check on his return for IRA RMD?

Financial institution said to answer "Was not required to take RMD." But TT auto changes to "received all RMD."  What should I check?  

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How to answer RMD question? Father died before IRA RMD; I took beneficiary RMD & have 1099. What should I check on his return for IRA RMD?

Answer you received all RMD on father's return. This is correct as long as you took the RMD and it is reported on your return.

Sorry for your loss.

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How to answer RMD question? Father died before IRA RMD; I took beneficiary RMD & have 1099. What should I check on his return for IRA RMD?

Answer you received all RMD on father's return. This is correct as long as you took the RMD and it is reported on your return.

Sorry for your loss.

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