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Retirement tax questions
I have a similar situation. I have a 1099R for an IRA withdrawal taken in 2020. It was for less than the full RMD, and it was not redeposited. When Turbotax asks, "Was this withdrawal an RMD for 2020?," should I respond Yes or No? And if Turbotax generates a form 5329, should I delete the form?
March 1, 2021
1:53 PM