ellinj
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@KrisD15 "(When you say "Yes" the account was inherited, the program will ask if the distribution was the RMD for the original owner, you would select "Yes" sin...
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In 2024, I had 3 different accounts with 3 different account numbers1. The original IRA in wife's name2. the BDA IRA in my name3. my new Rollover IRA in my name...
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To clarify,1 .I had a Spouses IRA -> rolled over to what fidelity called a BDA account in my name.2. I took the required RMD from the BDA account.3. BDA account...
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To clarify this 1099R is from the beneficiary IRA. If I follow your suggestion and chooseDid {myName} Inherit this IRA - YESDid{myName} put the money into{myNa...
Activity Feed for ellinj
- Posted Re: Entering RMD for deceased spouse's IRA on Retirement tax questions. March 7, 2025 7:05 AM
- Posted Re: Entering RMD for deceased spouse's IRA on Retirement tax questions. March 5, 2025 6:31 AM
- Posted Re: Entering RMD for deceased spouse's IRA on Retirement tax questions. March 4, 2025 7:21 PM
- Posted Re: Entering RMD for deceased spouse's IRA on Retirement tax questions. March 4, 2025 6:50 PM
- Posted Entering RMD for deceased spouse's IRA on Retirement tax questions. March 4, 2025 4:48 PM