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Retirement tax questions
Just say that it was all a RMD since closing the account not only satisfies the RMD but exceeds it. Nothing about the RMD question goes on a tax return at all - the question is just to be warn of a penalty for not taking the RMD.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎April 11, 2020
9:26 AM