A little late, but Thank You for your help with this! I have copied and pasted it into the spreadsheet so I know each year where to place it! I swear by the time we retire, I’ll be an expert at this stuff!!
An additional topic came up. TT asks me when dealing with the IRA: “…was the entire amount of the distribution equal to the RMD or what percentage was the RMD". Sometimes we do take extra cash out, but I was wondering, how do I determine what the original RMD was at the time of withdrawal? Thanks, I appreciate it!!
Steve
