DaveF1006
Expert Alumni

Retirement tax questions

It sounds like you took early withdrawals on these account or had a RMD requirement this year. You may wish to elaborate on your question like did you make premature withdrawals or did you turn 73 in 2024 and didn't take an RMD. 

 

Premature withdrawals occur if you take distributions before 59 1/2 or if you withdrew from a Roth and within five years after opening the account.

 

 

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