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My broker gave me more than my RMD, then issued a 5498 to offset the over amount. How do I report this?
Form 5498 was issued for the overpayment and subsequent reversal of my RMD. The 1099R shows the entire RMD plus this overpayment as taxable amount. How do I report this?
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‎June 6, 2019
11:14 AM