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Subject:  Re: 401K/IRA in probate Date:  12/6/2018  12:09 PM
Author:  irasmilo Number:  128234 of 129299

Distributions are tracked on a calendar year basis, regardless of the tax year of the reporting entity.

Generally speaking, any IRA/401K that becomes part of the probate estate is not eligible for RMD distributions, but must be fully distributed within 5 years. It doesn't matter how you time the distributions as long as they are completed timely.

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