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If my total RMD is the sum from 2 separate plans and I take more than 1 plans calculated total from one and less than the calculated total from the other, how do I repor
each distribution? How do I answer the question, "Only part of this distribution was a RMD"? I do take the sum total of the RMD. Just not as they report it.
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March 4, 2022
2:27 PM