turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Attend our Ask the Experts event about Education: Credits & Reporting on Mar 26! >> RSVP NOW!
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Radio1926
New Member

Verifying RMD taken on deceased taxpayer

Part of my deceased father's 2024 RMD was dispensed to the adult children inheriting his assets. 1099-R forms were issued for the three children that received the distributions. How do I show on my father's tax return that his entire RMD was satisfied? What was dispensed to him while he was alive is different that the required total RMD.  The remainder was dispensed to his children. 

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.

1 Reply
AmyC
Employee Tax Expert

Verifying RMD taken on deceased taxpayer

The IRS just wants to verify that all RMD's were taken. You can enter that he took the full amount while he was living. Taking less than the full RMD would trigger penalties, which is not right in this case.

Select yes to full RMD and enter all of the distribution was RMD. This just allows the program to move on without trying to tax the money. It doesn't affect your actual tax form.

 

I am so very sorry for your loss.

 

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

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question