qbteachmt
Level 15
07-29-2024
01:17 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
The beneficiaries should have taken the RMD. You're still within the 2-year remedy window. You can apply for penalty waiver.
https://smartasset.com/retirement/if-you-miss-your-rmd-deadline
For SSA, they don't recognize standard POA. You need to get a form from them, and sometimes it requires a visit to the local office in person.
*******************************
Don't yell at us; we're volunteers
Don't yell at us; we're volunteers