Skatter wrote:What should I do about the missed 2019 RMD? Attach Form 5329 to the estate's 1041 with a request for the waiver of the penalty and take the 2019 and 2021 RMDs for the estate asap?
Skatter wrote:A second question: The bank intends to transfer the decedent's IRA into an IRA where the Estate is named as beneficiary and the tax ID is that of the Estate. Is it permissible for the bank to make a second transfer to the son as a beneficiary and use his SSN?
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