genelawson566
Level 3
Member profile
- Replies
- Posts
-
Follow-up to my original Post: I called my other brokerage to get their take on the matter. They said that since 2020 with the Secure Act, they no longer calcul...
-
dMertz: I totally agree, it is my brokerage that is saying because the IRA was not transferred to me until the year after Mom's death that I have to use Mom's l...
-
FANFARE: Well, first off, I made it clear to them I was NOT an eligible beneficiary, merely a designated beneficiary and even if I was an eligible, under the se...
-
ThomasM125: "I could find no stipulation that you would have to take a RMD equal to the RMD of the deceased in any year after the year of death:Pub 590"Thank yo...
-
The section you highlighted is preceded by the qualifier of those not using the life expectancy. As a mere designated beneficiary, I am required to use the sing...
Activity Feed for genelawson566
- Posted Re: RMD for Inherited IRA when owner died in previous year on Get your taxes done using TurboTax. February 28, 2024 4:41 PM
- Cheered Re: RMD for Inherited IRA when owner died in previous year for fanfare. February 28, 2024 7:07 AM
- Cheered Re: RMD for Inherited IRA when owner died in previous year for dmertz. February 28, 2024 7:06 AM
- Cheered Re: RMD for Inherited IRA when owner died in previous year for dmertz. February 28, 2024 7:05 AM
- Posted Re: RMD for Inherited IRA when owner died in previous year on Get your taxes done using TurboTax. February 28, 2024 6:18 AM
- Posted Re: RMD for Inherited IRA when owner died in previous year on Get your taxes done using TurboTax. February 28, 2024 5:53 AM
- Cheered Re: RMD for Inherited IRA when owner died in previous year for ThomasM125. February 28, 2024 5:25 AM
- Posted Re: RMD for Inherited IRA when owner died in previous year on Get your taxes done using TurboTax. February 28, 2024 5:10 AM
- Posted Re: RMD for Inherited IRA when owner died in previous year on Get your taxes done using TurboTax. February 27, 2024 9:01 PM
- Posted RMD for Inherited IRA when owner died in previous year on Get your taxes done using TurboTax. February 27, 2024 3:28 PM
- Cheered Ask a question steps for donnel904-aol-co. February 27, 2024 3:25 PM
- Cheered Re: Ask a question steps for goanddotwo. February 27, 2024 3:25 PM
- Cheered Re: How to start my tax filing on turbo tax Home and business for VolvoGirl. February 23, 2024 11:41 AM
- Cheered Re: Live Assist: How many returns can I do? for DoninGA. February 21, 2024 7:57 AM
- Cheered Re: Live Assist: How many returns can I do? for DawnC. February 21, 2024 7:43 AM
- Cheered Re: Live Assist: How many returns can I do? for DoninGA. February 21, 2024 7:42 AM
- Cheered Re: Live Assist: How many returns can I do? for Vanessa A. February 21, 2024 7:42 AM
- Cheered Re: Live Assist: How many returns can I do? for JulieS. February 21, 2024 7:40 AM
- Posted Re: Live Assist: How many returns can I do? on Get your taxes done using TurboTax. February 20, 2024 4:19 PM
- Posted Re: Live Assist: How many returns can I do? on Get your taxes done using TurboTax. February 20, 2024 4:09 PM