IreneS
Intuit Alumni

Retirement tax questions

Yes.  The Required Minimum Distribution (RMD) rules apply to:

  • All employer-sponsored retirement plans, including profit-sharing plans, 401(k) plans, 403(b) plans, and 457(b) plans.
  • Traditional IRAs and IRA-based plans such as SEPs, SARSEPs, and SIMPLE IRAs.
  • Roth 401(k) accounts.

However, the RMD rules do not apply to Roth IRAs while the owner is alive.

For more information, see the IRS FAQ:  Retirement Plan and IRA Required Minimum Distributions FAQs


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