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Retirement tax questions
Actually, Opus 17 said "The 10 year rule includes 2 parts. You must withdraw all the money within 10 years, AND you must take RMDs based on your own lifespan until the account is closed, assuming the previous owner was older than their own RMD beginning age". That is, once the rule is finalized. You didn't mentioned it at all. Sorry for implying otherwise! ;>)
And we're in complete agreement that TurboTax needn't have asked the question.
Thanks again, and cheers!
‎January 20, 2024
2:23 PM