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Retirement tax questions
You said the MIL did receive the RMD earlier. Was it for the full RMD amount? So why wasn't the RMD satisfied? Did you get 1 or 2 1099R forms?
That really doesn't matter. Since your wife took it all out then obviously the RMD was satisfied. Say YES to the questions about the RMD (on both 1099R if you get 2). @dmertz
‎February 3, 2024
9:18 AM