MarilynG1
Employee Tax Expert

Retirement tax questions

You can choose 'Received all the RMD for 2023'.  Since it is the Plan Administrator's responsibility to make sure that RMD is taken (if required), the 10K distribution included the RMD.

 

Since neither you (nor the IRS) knows the required amount of RMD, it is only needed if you wished to rollover the RMD to a QCD.

 

Here's more info on IRS Requirements for RMD's

 

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