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Retirement tax questions
Undistributed RMD is meant to show that you had one IRA where you didn't withdraw your RMD but you can see that you took it from another IRA to cover it.
Yes, this is the correct way to enter this data. Correct, since you met all of your RMD and have no penalty calculated on Form 5329, Form 5329 will not be sent to the IRS. The Smart Worksheet is only for your information.
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‎February 25, 2025
10:24 AM