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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.
‎April 13, 2024
2:08 PM