Hal_Al
Level 15

Retirement tax questions

Just curious; did The New Direction trust co. explain why they think they don't have to issue  a 1099-R for the RMD?  It's a distribution. Their own web site says you'll get one for  a "distribution" (though RMD is not specifically mentioned). 

https://ndtco.com/blog/a-guide-to-ira-tax-documents/