DB plan RMD - paid out more that the required amount

[Jakyasar]

Hi

This is a silly question, given the amounts but wanted to see opinions out there.

The owner's spouse's RMD for 2019 was $168 in total but $230 was taken out (initially took out $3,200 but refunded $2,970 prior to 12/31/19).

What issues are they facing and what are the correction requirement, if any?

Thank you

[CuseFan]

Technically, probably need to refund the other $62 (plus interest) unless there was an otherwise distributable event, which I assume there was not or the $2970 wouldn't likely have been returned either. In reality, this is probably immaterial enough for the client to ignore, but it should be the client's call, not the service provider.

[Jakyasar]

Thank you for your response and I agree. Definitely not my call.