I have a Traditional (rollover) IRA and a Beneficiary IRA (from a friend). I closed out the Beneficiary IRA and the proceeds exceeded the combined RMDs for both accounts, therefore I did not take money out of the Traditional IRA. How and where do I report this? What form? Did I make a mistake?
You missed your own RMD because your IRAs and any inherited IRA must be maintained separate.
You can still take your 2023 RMD now and request a waiver of the penalty.
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