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Get your taxes done using TurboTax
I guess unfortunately what you said makes sense. I've still go do do more research before the April 15th due date, but it looks like if I take and RMD in the 1st quarter (or any quarter) the IRS wants it's estimated tax on that amount to be sent in that same quarter. So taking the whole RMD in January means I either pay the big tax hit in the 4/15 payment, or have Fidelity take out withholding and send me what's left.
Thanks.
‎February 13, 2024
5:02 AM