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Retirement tax questions
Usually your IRA custodian will tell you each January how much RMD you need to take. So you should get letters next January. Then when you take a RMD or distribution they will send you a 1099R form to enter into your tax return. Those come out in Jan for the prior year. So you will get a 1099R in Jan 2025 if you take your RMD in 2024.
‎July 27, 2023
9:00 AM
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