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Retirement tax questions
All employer-sponsored retirement plans are subject to RMD, even if inherited, if the plan owner was of an age to be subject to RMD. As the beneficiary, your plan administrator should make sure RMD is included in your distribution.
When TurboTax asks, choose 'all or part of this distribution was RMD' and enter the RMD amount as equal to or less than the distribution amount.
Here's more info on What is RMD? and RMD FAQ's.
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‎February 25, 2025
7:03 PM