MarilynG1
Expert Alumni

Retirement tax questions

You could indicate in TurboTax that the required RMD is equal to the Distribution.

 

Keep documentation for the balance of RMD distribution in-kind.  (What was the in-kind received?  If cash, needs to be reported as Other Income). 

 

The IRS allows the required annual RMD to be taken over several accounts.

 

Here's more info in IRS Requirements for RMD's.

 

@M1WV 

 

 

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