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posted Mar 31, 2025 7:14:56 PM

How to handle RMD on MIL's final tax return

I have completed my MIL final tax return but perplexed on how to handle the RMD section. She passed in March 2024, and the RMD that was required for 2024 was paid by the individual beneficiaries and entered on their own tax return.  Do I need to fill out a 5329 explaining that RMD was indeed taken by beneficiaries?

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Expert Alumni
Apr 8, 2025 10:47:04 AM

You should just enter that whatever you received was her RMD or that she was not required to take an RMD.  Either would be fine on her final return.

 

@Sioux2