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Get your taxes done using TurboTax
I would recommend these changes.
Was this distribution from a 403(b) plan?
I would select No. The IRS states:
A 403(b) plan is a retirement plan offered by public schools and certain 501(c)(3) tax-exempt organizations.
At the screen Let's get more information about your Required Minimum Distribution (RMD), enter the amount in box 1. Traditional pensions automatically fulfill the rules of an RMD.
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March 24, 2025
4:19 PM