- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
I have the same question as above. For the last several years I have taken all my RMDs required of 3 different IRAs (2 of which are annuities) from the IRA account that does not have a term limit.
This year I noticed that there’s a directive : if the RMD entry you’ve entered includes RMD amounts for any other account, then go back and edit this form 1099 – R. Update the RMD amount questions to reflect only amounts from this account applicable to December 31, 2024 RMD.
February 24, 2025
12:24 PM