Karen McIver Posted May 13, 2021 Share Posted May 13, 2021 I have a participant that passed away late last year. He's been taking his RMD for years. In 2021 his two children will split the benefit and are rolling their portion of the account into Inherited IRA's. Do we still have to distribute the RMD based on his life expectancy first? I am having trouble finding a definitive answer. Link to comment Share on other sites More sharing options...
Lou S. Posted May 13, 2021 Share Posted May 13, 2021 The examples in Publication 590-B (starting on Page 11) suggest that RMDs are required in year 1 through 9 and the account must be exhausted in year 10. https://www.irs.gov/pub/irs-pdf/p590b.pdf Luke Bailey 1 Link to comment Share on other sites More sharing options...
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