VolvoGirl
Level 15
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Retirement tax questions

Are they all in IRA accounts?  You can't combine the RMD from different kinds of accounts like IRA and 401k.  You will get a 1099R in late January for the withdrawal.  Just enter the 1099R and it will ask if it was the RMD.  Just answer YES.  You don't need to give the amounts for each account.  

 

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