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Retirement tax questions
Did you take out the RMD from your account? Do you have more than 1 account? The RMD amount is not on your 1099R. You need to get it from the plan. It usually is the same as the gross distribution in box 1. Oh and is this for a IRA, 401k or pension, etc? What code is in box 7 on the 1099R?
‎January 17, 2025
11:23 AM