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No 1099-R for one of my SIMPLE IRA
I turned 73 in 2024, so I was not required to take any RMDs until April 1, 2025. But I chose to take one for both my traditional IRA and my SIMPLE IRA in 2024. I took them from the same traditional IRA account. I did not receive a 1099-R from my SIMPLE IRA. Should I create a "substitute 1099-R" for that account? Is that the same thing as a Form 4852? There is no Form 4852 listed under Forms in my desktop copy of TurboTax.
Thanks!
VeazyT
March 8, 2025
2:54 PM