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Retirement tax questions
@gbiehl77 It depends on what you did with it. I think the reason it asks how much was an RMD is that you can't roll over an RMD. So if you rolled over any part of the distribution, you don't want to say that it was all an RMD.
The IRS doesn't have an amount for your RMD, so there's nothing to match. They just know that an RMD was required. The plan trustee should have told you how much your RMD was. You can use that number.
The IRS doesn't have an amount for your RMD, so there's nothing to match. They just know that an RMD was required. The plan trustee should have told you how much your RMD was. You can use that number.
‎June 4, 2019
4:47 PM