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Retirement tax questions
Why would you even need to use Form 5329T if you made your total RMD for the year? I just put in the required RMD for the 1099s I received, and entered the distribution to equal those amounts. Most of my RMD was from an account i made transfers from but took no distributions. Total distributions from the 1099 accounts added up to all my RMD needed.
‎February 14, 2025
6:25 AM