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Retirement tax questions
The RMD is the amount that you were required to take out. If you were not required to take a distribution you enter 'none'. If you were required to take a distribution but you told your financial institution to send you more than just what you were required to have you enter 'Part' and then enter the amount that they told you you were required to take. If you just received the amount that they picked and you are already 70 and a half then you enter 'All.'
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‎February 9, 2022
2:39 PM