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Retirement tax questions
If you received a total distribution of the retirement account in 2019, you can say that you received all of the RMD. This will prevent 2019 TurboTax from preparing Form 5329 for a failure to take enough out of the retirement account. Taking everything out of the retirement account means that you took enough out to satisfy the RMD for that account since the RMD for the account cannot be more than is actually in the account.
March 17, 2020
11:53 AM