Retirement tax questions

i.e., live and learn. Never wait until the last minute to take an RMD.

 

If it was your first required RMD...i.e. you turned 73 in 2023, then it's  OK to have it taken in 2024, but you will have to take your actual 2024 RMD before the end of 2024, and will have two RMDs adding to your AGI for 2024.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*