qbteachmt
Level 15
11-15-2022
08:02 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
The grandfather has no reference now. 2019 doesn't apply, either. I'm pretty sure the 2022 RMD would be taken for the estate as the uncle's SSN should be used for this step. Then the account gets split. I think that's what you asked. The notice doesn't change your client's activity. It provides for penalty relief for something from the uncle's period of responsibility. Your client moves on from there.
*******************************
Don't yell at us; we're volunteers
Don't yell at us; we're volunteers