Sh19
Level 2

Retirement tax questions

I appreciate the information on the new RMD law.

 

The other question I had is Am I required to take RMD for the pension that I moved to an IRA for 2019.

I did not get any notification from the new financial account for 2019 but notified for 2020. 

I only had the pension middle of July 2019 and then turned 70 1/2 in December 2019.

 

Also if I paid the RMD before April 2020, would I file it in the 2020 return or can it be noted in 2019 by Turbo Tax.

 

Thanks for your prompt response.