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Retirement tax questions
It doesn't need to know it. It only needs to know that you met the RMD requirement. It asks for an amount only to be able to calculate the penalty if you didn't meet it.
It's one of those situations where you just do what the program asks, so you can keep moving. In other words, the question is there for the exceptions, but regular clients still have to jump thru the hoop.
‎June 1, 2019
9:17 AM