Hello, I bet this is the worst day ever to try and contact you...my question is about a...

GetHuman2750042's customer service issue with IRS from April 2019

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The issue in GetHuman2750042's own words
Hello, I bet this is the worst day ever to try and contact you...my question is about an inherited IRA. My * siblings and I each inherited our *** of our dad's IRA. BUT, one sister died last year after my Dad and there is not yet an estate existing for her (and may not be one for a long time, due to complications). Vanguard, who holds the IRA, will only give my deceased sister's share of the IRA to her estate. I expect there will be penalties for **** for my sister's *** not taking the Minimum Required Distribution. Who will be penalized? My sister's estate, eventually? My father's estate? Can I, as his executrix, take out the RMD? (for ****, Vanguard let the rest of my Dad's beneficiaries withdraw the RMD among ourselves, but they said we can't do that for **** or future years. Thanks! Melissa Grimes, Austin TX

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Customer service issue
Reported by GetHuman2750042
Apr 15th, 2019 - 3 years ago
Seen by 22 customers so far
Similar issue to 58163 others
0 customers following this
Items needed
Social Security Number
Prior Year AGI
Home Address
Name of Account Holder
Phone Number


GetHuman2750042 started working on this issue
Apr 15th, 2019 7:05pm
GetHuman2750042 indicated the issue is not fixed yet.
Apr 15th, 2019 11:10pm
GetHuman2750042 indicated the issue is not fixed yet.
Apr 16th, 2019 7:50pm

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