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Retirement tax questions
I would prefer it to just ask if you need it to help with determining if you completed your RMD for the year before presenting any of that stuff. I don't think it is really posted on any tax forms anyway unless you did not take enough and owe the penalty. And I don't think it is very smart about dealing with multiple IRAs where more of the combined required RMD comes from one of them. Regardless, I managed to get numbers in that made it remove the penalty.
‎February 25, 2025
11:07 AM