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.  

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