rjs
Level 15
Level 15

After you file

When did you actually take the 2022 RMD out of your IRA? If you took it in 2023 you report the income on your 2023 tax return, not your 2022 tax return, even though the RMD is for 2022.


You should have gotten a Form 1099-R for the RMD. What year is on the 1099-R? That's the year that you have to report the RMD.