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Retirement tax questions
Have you contacted your 401(k) plan administrator concerning the RMD that is required to be distributed based on your age? If so, then the Form 1099-R you received from the 401(k) plan is an RMD.
Pension income is always an RMD. It has no bearing on a required RMD from either a 401(k) or an IRA.
‎January 25, 2025
10:02 AM