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Retirement tax questions
One 1099R was for an RMD to a charity. This one had a distribution code of Y7. The other was an RMD payment directly to me. This one has a distribution code of 7. By doing it twice will the system recognize the actual RMD amount which is slightly less than the two payments? Separately neither payment by itself exceeds the RMD amount.
‎February 20, 2026
10:10 AM