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Retirement tax questions
Yes, the IRS allows you to take your annual RMD from any combination of your accounts. If you know you withdrew the required amount, when entering a 1099-R you can indicate that 'all of the distribution was RMD' and then enter the total distribution amount as the RMD amount.
Here's more info on IRS Requirements for RMD's.
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March 10, 2025
3:36 PM