JulieS
Expert Alumni

Retirement tax questions

We'd love to help you complete your tax return, but need more information. Can you please clarify your question?

 

@jimandkathy10 

You asked about returning an RMD in your first question. If you have a required minimum distribution (RMD), you have to take it and you can't roll it over. If you do that, you will get a tax penalty.

 

What exactly are you trying to report? Do you have a 1099-R? What happened to the distribution after you received it?

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