Beneficiary RMDs for 2023 Submitted by Matthew Ottusch on Mon, 2023-11-06 22:11 Does the non-spouse beneficiary of an IRA with an original owner DOD pre 2019 need to take an RMD for 2023? Flag as spam
Permalink Submitted by Alan - IRA critic on Mon, 2023-11-06 23:57
Yes, the RMD waiver for 2021-2023 beneficiary RMDs only applies to 10 year rule beneficiaries of an owner that passed after 2019 and after their RBD.