ladytek
New Member

Retirement tax questions

Thanks for your reply. I understand everything you've said; just bump it back a year, as  first year of RMD was 2016 and I'm working on taxes for that year. The 1099-R I have in hand doesn't answer my question because all of that distribution was donations to charity, so naturally broker didn't take any withholding. If amount withheld does count toward RMD, then I'm golden, as we've withdrawn the proper remaining amount out to be taxed this year; if not, I have until March 1 to withdraw some more to complete last year's RMD.