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gegler847
New Member

I got a lump sum distribution from my Mom's IRA as a Non-spouse Beneficiary in March 2024, depleting the IRA. Do I answer the RMD due by Dec 31 2024 question as "zero"?

The IRA was a Traditional IRA.
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dmertz
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

I got a lump sum distribution from my Mom's IRA as a Non-spouse Beneficiary in March 2024, depleting the IRA. Do I answer the RMD due by Dec 31 2024 question as "zero"?

Zero is fine.  TurboTax will be satisfied with the entry of any amount between zero and the amount of the distribution.

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1 Reply
dmertz
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

I got a lump sum distribution from my Mom's IRA as a Non-spouse Beneficiary in March 2024, depleting the IRA. Do I answer the RMD due by Dec 31 2024 question as "zero"?

Zero is fine.  TurboTax will be satisfied with the entry of any amount between zero and the amount of the distribution.

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