wwsmoker
New Member

Retirement tax questions

my mistake was to take the RMD question to mean: did the distribution include the RMD? In fact the distribution was all in excess of the RMD. Once I corrected my mistaken answer to the RMD question, all fell into place. This was a big help because I'd been advised, including by a ttax expert by phone, that I would require a Corrected 1099R.