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Taking ombined RMDs from one account to cover both-how to enter
I have a Traditional (rollover) IRA and a Beneficiary IRA (from a friend). I closed out the Beneficiary IRA and the proceeds exceeded the combined RMDs for both accounts, therefore I did not take money out of the Traditional IRA. How and where do I report this? What form? Did I make a mistake?
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March 20, 2024
10:12 AM