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Retirement tax questions
Do you need the RMD amount? The form you get in 2026 will probably be for the RMD you need to take this year in 2026 not 2025. You would have received the 2025 RMD amount in last year’s letter. The 2025 RMD is based on the account balance on 12/31/24.
February 11, 2026
2:32 PM