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Retirement tax questions
We'd love to help you complete your tax return, but need more information. Can you please clarify your question?
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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March 13, 2023
11:39 AM