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Retirement tax questions
If you could clarify with more details, we'll try to help. Did you check the 'IRA' box on your 1099-R entry? Did you take your RMD from one account, or over several accounts?
If one account, try choosing 'all of this distribution was RMD' and enter the RMD amount on the next screen.
Here's more info on IRS Requirements for RMD's.
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‎January 27, 2025
9:43 AM