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Retirement tax questions
I have the same situation where I took the first two of four RMD's for 2020. My 1099R correctly shows the amount had taken out was a little less than half the amount I would have normally received. Since I answered YES to "some or all of this withdrawal was an RMD", I'm not sure how to answer the following question: (2) Tell us how much of the (shows the partial RMD amount) that you received applies to the RMD that needed to be taken out. (A) All of this distribution was an RMD or (B) Part of this distribution was an RMD.
‎February 17, 2021
11:06 AM