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Got 2021 RMD after 1 Apr 2022. 1099R has both 2021 and 2022 RMD as one lump sum. Must I file a 5329?
My funds computer said the RMD had been distributed. Asked for 2021 RMD in June, and got it in October after computer problem fixed.
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‎February 10, 2023
12:30 PM