Lastly, technically, for 2024 taxes, the 1099-R will likely reflect the 2023 + 2024 distributions and related taxes so is there anything else that needs to happen other than reporting it normally as an RMD?
I'm wondering about this last part, too. It's not urgent, but I'm curious how it'll go next year when we do the 2024 tax return. Will there be a way to note that the distribution was for 2023? Or does it not even matter because the income comes and the tax would be paid in 2024 anyway, not in 2023? (Which adds to the 2024 tax burden, but those are the breaks, right?)
