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Retirement tax questions
No, if you didn't take the RMD in 2023 but took it in 2024 then you do not enter a Form 1099-R on your 2023 return. You will report it on your 2024 return when you get the 2024 Form 1099-R. You still need to withdraw your RMD for 2024. Therefore, you will have two RMDs on your 2024 return.
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‎April 13, 2024
12:30 PM