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Retirement tax questions
When you take the combined RMD from only one IRA, for the purpose of answering TurboTax's questions you can report the combined amount as the amount required to be taken from that one IRA. Nothing then needs to be stated related to the other IRA(s). RMD aggregation in this way effectively transfers the RMD requirement of one IRA to another IRA.
‎September 12, 2025
7:53 PM
1,663 Views