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Get your taxes done using TurboTax
If you have 4 accounts, each has an RMD that can be taken from any of the other accounts. You don't need a corrected form, just be sure take the total of all of your RMD from any combination of the accounts. Then, when you get your 1099-r forms, you can say it wall all RMD. It is fine to take more than the RMD and you will still say it is all RMD to avoid the penalty issue.
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‎January 31, 2024
11:38 AM