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Retirement tax questions
No it goes on your 2023 return next year. And she needs to take her 2023 RMD by Dec31, 2023 also. So there will be 2 RMD to report on your 2023 return next year. I suppose you will get one 1099R for them both by Jan 31, 2024.
‎January 26, 2023
2:36 PM