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Retirement tax questions
yes the 401K was at Vanguard and the 1099-R is from the 401K plan. I assumed when they told me I had to take that RMD, it mean it was coming out of the traditional IRA that it was being rolled into. So, I see now that it wasn't done that way. So I'll leave the box alone. :).
Thanks!
Mark
‎January 26, 2024
2:18 PM