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.

My husband died Nov. 30, 2024. His IRA was transferred to me January 2025. His RMD for 2024 was met. I am only 70, so is there any RMD due for 2025?

 
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.

2 Replies

My husband died Nov. 30, 2024. His IRA was transferred to me January 2025. His RMD for 2024 was met. I am only 70, so is there any RMD due for 2025?

No, not if it was transferred into your account.  My husband died in 2023 and took his RMD.   His IRA was put into mine.   I don’t have to take my first RMD until this year 2026. So I didn’t rake any for 2024 or 2025.  

MinhT1
Employee Tax Expert

My husband died Nov. 30, 2024. His IRA was transferred to me January 2025. His RMD for 2024 was met. I am only 70, so is there any RMD due for 2025?

If your husband's IRA was rolled over into your own IRA, RMDs are based on your own age, and they start only when you reach age 73. So, no RMD in 2025 as you are not 73 yet.

 

Please read this IRS document.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question