Oh so SIMPLE Posted January 19, 2011 Posted January 19, 2011 I have a situation where the 401k benefit owner died after reaching age 70 1/2, but before that calendar year ended. The MRD for him was made the next calendar year, as was the MRD for that next year based on the spouse (herself already passed 70 1/2). The preparer of the 1099-Rs wants to do just one. We think there have to be two, one to the estate of the decedent (and its TIN) since it was his MRD and the other to the surviving spouse (and her SSN). Two or one?
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