AdamNe
Employee Tax Expert

Get your taxes done using TurboTax

Hello @CountryKen9 !

 

I generally agree. Your RMD (required minimum distribution) is calculated separately for each account you have, but it is not necessarily required to withdraw an RMD from each account. As long as you receive a distribution that is at least as great as the sum of the two separately calculated RMD's, you will have fulfilled your requirement. You will receive a 1099-R from the account that made the distribution, and you can use that document to help you file your 2022 taxes. 

 

I hope this helps!

 

All best, 

Adam, EA

TurboTax Live Expert

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