Ti,
I turned 73 in 2024. I took my 1st RMD on Feb 2025. I did not get a 1099-R for 2024 for this RMD. My Credit Union is telling me they will include the 2024 RMD with my 2025 RMD. I want to report my 2024 RMD on my 2024 taxes to avoid penalties. But if my bank will include 2024 on my 2025 1099-R then it will be doubled-up.
What should I do?
Thank you for your help.
