dmertz, Thank you for the info. It was unclear as to whether the 2021 missed RMD was for my wife's first year of obligation, or rather to satisfy her late fathe...
Thank you, NCperson, for the info regarding options for divvying up the RMD between beneficiaries in any way they'd want. We were not aware of that, so we will ...
Fanfare, does the fact that the 5329 goes with the tax year we missed mean we have to file an amended return, or rather because we didn't actually take a distri...
Thank you for all this information, NCperson. Regarding #4 - The trustee (my wife's older sister) did inform my wife she would need to take an RMD equal to 1/4 ...
