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Retirement tax questions
Yes, if they didn't take the RMD in 2023 then you need to amend the 2023 return to remove the "fake" 1099-R.
The 2023 and 2024 RMD is reported on the 2024 tax return. You will enter the 2024 Form 1099-R to report this distribution.
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March 25, 2025
6:51 AM