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Retirement tax questions
States do not have a RMD requirement at. The 5498 is sent to the IRS by the financial institution. You only get a copy of it for your information. It does not go on a tax return.
**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.**
‎February 22, 2021
1:34 PM