@dmertz I have two questions as I'd like to make sure I do RMD tax correctly.
(1) To calculate tax on 401(k) RMD (account A as described above), do I use 12/31/2017 401(k) A balance? Or use the RMD distribution date? I still have 401(k) A today.
(2) To calculate tax on 401(k) (account B), do I use 12/31/2017 traditional IRA balance as 401(k) B was rolled over to traditional IRA *after* the distribution?
Just want to make sure. Thank you so much for your help.
