I have completed my MIL final tax return but perplexed on how to handle the RMD section. She passed in March 2024, and the RMD that was required for 2024 was paid by the individual beneficiaries and entered on their own tax return. Do I need to fill out a 5329 explaining that RMD was indeed taken by beneficiaries?
Our experts are available on-demand, no appointment needed. Get help all year long with TurboTax Expert Assist.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
©1997-2022 Intuit, Inc. All rights reserved.
Intuit,
QuickBooks, QB, TurboTax, ProConnect, and Mint are registered
trademarks
of Intuit Inc. Terms and conditions, features, support, pricing,
and service options
subject to change without notice.
Security
Certification of the TurboTax Online application has been
performed by
C-Level Security.
By accessing and using this page you
agree to the
Terms of Use.
Accessibility
