wjsx
Level 1

Retirement tax questions

TBHonest, it still sounds like 'Fuzzy-Math", obviously I'm not a tax prof.!!  That follow-up question is either redundant, or it's how much the sum is minus Boxes 4 and 14 after Federal and State Taxes were Taken out.  Maybe I am being paranoid, thinking if I put the Full RMD amount under that question {again}, I will get hit with a higher Tax Rte somewhere later on because of it!! "Could you tell us what the required minimum distribution for your account was in 2024?"