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Missed RMD
For 2023 taxes: After filing we discovered an RMD from an annuity had not been included in the total calculations. We took that portion in March (along with the RMD for 2024 - I assume both will be reported as an RMD for 2024). How do I handle this to pay what is owed and not mess up 2024 taxes?
‎November 25, 2024
2:55 PM