- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
The 1099-R reports only distributions that were actually taken in the year that the 1099-R is for. It does not include distributions that should have been taken, but were not. Your RMD is not automatically included in your 1099-R just because it's required. It is only included when you actually take the distribution.
‎June 5, 2019
11:39 PM