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dmjanas
February 10, 2025
Question

My father left me a traditional inheritance IRA in 2024; he was taking RMDs. I withdrew 1/11 of the account in 2024. Do I designate part/all/none of the w/d as as RMD?

  • February 10, 2025
  • 1 reply
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I was one of 2-3 beneficiaries receiving funds from my father's retirement plan. I rolled my funds into the trad. inherit. IRA.

    1 reply

    R
    RobertB4444
    February 10, 2025

    While it sounds like you did exactly right and would just enter "all of it" in the system, you will need to contact the company managing the fund to find out what percentage of the withdrawal you made was an RMD.  They should be able to tell you.

     

    @dmjanas 

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