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Retirement tax questions
Since the total amount of the RMD was taken and then the brokerage firm or financial advisor split the funds between you and your sibling and sent you a 1099-R for your share, you can answer I did receive all the RMD. Your sibling would also answer the same way. The process followed would be the correct way to handle the distribution of the RMD.
March 9, 2022
2:38 PM