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My wife has two IRAs. We took the 2016 combined RMD from only one IRA. Do I need to somehow report the IRA that we did not receive the 1099R in our tax return?
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June 5, 2019
3:00 PM
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Retirement tax questions
No. Your tax return does not report any specifics about what amounts are RMD. It's your responsibility to ensure that your RMD requirements are met.
June 5, 2019
3:00 PM