JohnB5677
Expert Alumni

Retirement tax questions

You do not report the March 2022 RMD on your 2021 tax return. 

 

You hit on the key point.  You turned 72 in 2021.  You have the option of taking all of your RMDs in 2021, or you would have to take double in 2022. 

 

You successfully took all but one RMD in 2021.  You will now have to take two installments of the one you took out in March 2022., along with one installment of all of the others.

 

Your 2022 taxes will include all the 1099-Rs for 2022.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post