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Retirement tax questions
agreed -
I saw a Vanguard form the other day where they performed an RMD distribution, but the taxpayer owned 6 different mutual funds, so they listed 6 line items WITH NO TOTALS to indicate how much was sold from each fund to satisfy the RMD requirement - this was all in one account - crazy
March 1, 2020
5:50 AM
1,243 Views