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Retirement tax questions
I should have explained better--I do not know how to answer the screen "About this Retirement Account"/"Was this withdrawal an RMD?" Do I answer Yes, some or all of this withdrawal was an RMD? Or No, none of this withdrawal was an RMD? The pension admin. said to answer no because I get monthly distributions. I didn't ask the IRA admin. but assumed the answer would also be no there. I am sure the RMD is covered for all five plans; I have no concerns about that. Thanks.
‎June 6, 2019
1:47 AM