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Retirement tax questions
The 1099R should be for the total taken out (both the RMD and cash withdrawal). But I don't know if that will satisfy the RMD from the other account. You might really have to take the RMD out of each account. You can aggregate IRA accounts but I don't think you can for 401K, 403b and other kinds.
‎December 21, 2021
9:00 PM