doombuggy Posted October 27, 2014 Posted October 27, 2014 New plan for me and the father of one of the owners was born in 1940. Since the son's ownership is attributed to father, I am assuming he needs an RMD for 2014 (calendar year plan). I just got back from Hawaii, so my brain isn't firing on work mode yet... QKA, QPA, ERPA
GMK Posted October 27, 2014 Posted October 27, 2014 where "he" means the father, I agree that he needs an RMD for 2014 because of the attributed ownership.
doombuggy Posted October 27, 2014 Author Posted October 27, 2014 Yes, sorry, the father is the one who needs the RMD. Like I said, I am not quite back on east coast time, lol! QKA, QPA, ERPA
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