DanaB27
Expert Alumni

Retirement tax questions

Yes, if you didn't take the RMD for 2024 until 2025, then the RMD will be reported on your 2025 tax return. Yes, you will also have to take the RMD for 2025 and therefore have two RMDs to report on your 2025 return. You will get a 2025 Form 1099-R in 2026 to report this.

 

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