IRA RMD
Do beneficiaries subject to the 10-Year Rule who inherited from someone dying on/after their [required beginning date] need to take an RMD this year(2023) if they already took RMDs in prior years.
Do beneficiaries subject to the 10-Year Rule who inherited from someone dying on/after their [required beginning date] need to take an RMD this year(2023) if they already took RMDs in prior years.
Permalink Submitted by Alan - IRA critic on Thu, 2023-07-20 18:27
No, they do not. Having taken those RMDs in 2021 or 2022 does not prevent the 2023 waiver from applying.