The question is how does the IRS know that the first RMD was taken in 2024 instead of 2025? I did the same thing by taking the first required payment on 12/24, which the IRS says you can do. That way you don’t have two payments in 2025 and raise you tax bracket and Medicare tiers. I don’t know how TurboTax is handling the 2024 distribution. Will the 2025 filing address that?
Thanks!
Ken
