Additionally, TurboTax reads: "Tell us more about this Retirement Plan Distribution.(my wife's name) needed to take a required minimum amount of money from any ...
Yes, TurboTax says that either the MIL or Julie is required to take an RMD in 2023. As I stated previously, the RMD was indeed taken earlier in the year prior t...
Thanks for the quick response. The MIL RMD was indeed for the full amount and was done before her death. My reading of this forum and IRS info suggests that an ...
