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New Member
posted Mar 10, 2025 8:51:29 AM

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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1 Best answer
Level 15
Mar 10, 2025 9:00:57 AM

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

1 Replies
Level 15
Mar 10, 2025 9:00:57 AM

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