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Retirement tax questions
Thank you, this information is very helpful. To clarify, yes - I did not take the 2019 distribution yet and still need to do that.
How do I calculate the missed 2019 distribution amount? Every calculator I've found so far only calculates today-forward distributions so I'm not sure what the 2019 distribution was supposed to be - just that I missed it.
I have correctly set up the 2021 distribution with my brokerage so should I just use that number?
March 1, 2021
10:37 AM