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how do i answer 'if your invest acct was subject to RMD, we need to know the amt that was required to be distributed...'? I'm 64 and rec'd my dad's RMD at his death?
on a 1099R, one was code and one was code 4D, 'my' invest acct was 'not' subject to RMD because I'm only 64?
March 15, 2025
2:20 PM