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Retirement tax questions
Just an update - I submitted the RMD waiver form along with the $0 1099-R form and it was accepted by IRS. I'm using the desktop version of the software. We also requested a distribution for the missed 2023 RMD and now the bank has sent a corrected 2023 1099-R with the distributed amount and tax withheld. Shouldn't this be on a 2024 1099-R since it wasn't paid out until this year (2024)? Thanks
March 8, 2024
9:46 AM