Trust required to have a RMD for 2023

Submitted by Kevin Petras on Tue, 2023-09-05 17:44

: A trust is the not designated beneficiary of an IRA for a 90 year old decedent. “Does IRS notice 2023-54 exempt the trust from having to make a 2023 RMD?



Submitted by Alan - IRA critic on Tue, 2023-09-05 19:28

While not specific, the Notices would appear to apply to qualified trusts which are treated as designated beneficiaries for RMD purposes. 

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