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When a Vanguard advisor handles a distribution to my bank why does Turbo tax not include it in satisfying my RMD?
pughimag
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When a Vanguard advisor handles a distribution to my bank why does Turbo tax not include it in satisfying my RMD?
Turbo tax did not add my two 1099-R forms, both of which contribute to my RMD. One transaction was done by my advisor.
March 1, 2025
4:02 PM
