AmyC
Expert Alumni

Other financial discussions

1. Yes. You are correct that the first distribution must be by April 1 the year after turning 72. 

2. Yes. It is smart to take it the year you turn 72 to avoid having 2 distributions the following year.

3. TurboTax should be giving a  general warning that a distribution is required by April 1. Which you have already done, good for you!

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