rjs
Level 15
Level 15

Retirement tax questions

You did not pay tax on the RMD in 2017. It was not included in your 1099-R for 2017 because you did not take the distribution in 2017. You report the full taxable amount on your 2018 1099-R, and pay the tax on your 2018 tax return. You cannot reduce the taxable amount on your 2018 1099-R.

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