Skip to main content
December 16, 2024
Question

Double inherited IRA

  • December 16, 2024
  • 2 replies
  • 0 views

Need help calculating my RMD for a double inherited IRA.  Is there a formula or calculator I can use to determine what I should take out. Any help would be appreciated my accountant did not understand when I asked him.

    2 replies

    Employee
    December 16, 2024

    When did the original owner die, and when did the first beneficiary die? 

    @dmertz 

    December 17, 2024

    Original owner passed 5/13/16 and first beneficiary 1/21/2019.  Thank you in advance for the help!

    December 17, 2024

    @Opus 17  see above Ty!!!

    Employee
    December 19, 2024

    @dmertz  can you assist with this calculation?