My wife retired on 12/15/2017 and therefore had to take a RMD for 2017, which was paid to her in Feb 2018. Should this RMD be included in her 2017 tax returns?
The company involved in the RMD has not sent a 1099R because they assume that the payment is taxable in the 2018 tax year, but I'm not sure that this is correct since it is the RMD for 2017.
