Permalink Submitted by Alan Spross on Wed, 2009-02-25 18:34
That’s right. They just need to take those RMDs for 2008 or prior distribution years that were not taken, including any RMD the decedent was not able to take. If the beneficiary is subject to the 5 year rule, 2009 does not count as one of those years.
Permalink Submitted by Alan Spross on Wed, 2009-02-25 18:34
That’s right. They just need to take those RMDs for 2008 or prior distribution years that were not taken, including any RMD the decedent was not able to take. If the beneficiary is subject to the 5 year rule, 2009 does not count as one of those years.
Permalink Submitted by Linda Randazzo on Wed, 2009-02-25 18:37
Thank you!