Update: It appears the IRS ruled that the year-of-death RMD is the responsibility of the beneficiary (not pro-rated at all), so I guess I have no issue. I'm not...
There was no 1099-R for 2024 because she did not take any IRA distributions in 2024 (died in January at 88). She had been taking the proper RMD every year prior...
Where does the interview ask about Medical Expense reimbursement? In both 2021 and 2022 I entered the gross LTC expenses as Medical Expenses, as well as complet...
@TurboTaxAshby Because my expenses are so low (no mortage), I will still make a profit at my lower rental rate I am collecting from my son and his roomate.So, I...
