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Retirement tax questions
You have until April 1 to take your first RMD. If you took it now in 2025 it doesn't go on your 2024 return. Skip the 1099R questions. But remember you still will need to take your 2025 RMD by Dec 31, 2025. So you will have 2 RMDs to report next year on your 2025 tax return.
‎February 28, 2025
3:27 PM