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Retirement tax questions
For Elvy Vera --
Did you get a 1099-R for each account that you withdrew funds from? And did you take the amount of the RMD or more than was due for the RMD for that account? And last was the total of the RMD's withdrawn from all accounts the same or more than what was due from all your IRA accounts?
If you don't know what your total RMD is this year there are several calculators online -- AARP has a good one and you can figure it for each account and for the total..
‎April 14, 2025
12:34 PM