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Based on the information that I have received the brother had 2 options, Life expectancy Payments or the 10 year rule. His deadline for making this election was...
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I have a client that inherited an IRA. His brother passed away during 2023, however, everything was held up in probate until 2025. A RMD should have been made f...
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Current year 1099R is not generating taxable income. Only the repayment for the 2020 distribution is calculating on the 1040.
