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Retirement tax questions
If you kept the money then the RMD question is irrelevant how you answer it. It's only purpose is to prevent rolling a RMD over. Nothing about the question or a RMD goes on a tax return at all - only the taxable distribution does.
**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.**
March 4, 2021
4:51 PM