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Retirement tax questions
"Generally", if the 1099-R was from an annuity or pension, the payment is set so that it is the RMD. So 100%.
If the 1099-R is from an IRA or similar account, then your IRA custodian will be able to tell you what your RMD is (note: they may need to know the sum of all your IRAs if you have more IRAs than with that one custodian).
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May 12, 2021
7:01 PM