HelenC12
Expert Alumni

Retirement tax questions

If you can't find it online or didn't receive one in the mail, contact your broker, bank, plan administrator, or financial advisor.

 

You can usually view statements about your RMD in your online account from your plan administrator. If you received a Form 5498 for an IRA contribution, you could find your RMD in Box 12b (this isn't common).

 

The IRS provides resources and worksheets to calculate your required minimum distribution on your own.

 

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