year-of-death | Ed Slott and Company, LLC

year-of-death

Year-of-death RMDs and Roth Conversions: Today's Slott Report Mailbag

Thursday, April 13, 2023
Question: Both of my parents passed away last year. My mother passed earlier in 2022 and I was able to take her year-of-death RMD out of the inherited IRA before the end of the year. My dad passed in October and once I got the inherited IRA transferred over in December, I forgot to take his year-of-death RMD until January of 2023. What forms will I need to complete to request a waiver, and would this be a good cause for a waiver?
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Health Savings Accounts and The Year-of-Death RMD: Today's Slott Report Mailbag

Thursday, December 23, 2021
Question: Hi Mr. Slott: I enjoy your website's very helpful information! I know that the IRS rules limit us to one indirect (60-day) IRA rollover every 12-month period. Are Health Savings Account (HSA) indirect rollovers counted as one of these rollovers, or are the IRA and HSA once-per-12-month rules separate?
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