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February 18, 2025
Question

Beneficiary IRA (non-qualified) RMD was exceeded this year. May I check the box "The entire distribution was an RMD"?

  • February 18, 2025
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    1 reply

    Employee
    February 18, 2025

    Yes.  If none of the distribution was rolled over (only spouse beneficiaries are permitted to do such a rollover), it's sufficient to say that the entire distribution was RMD.