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Tax law changes
Because the two reps at Fidelity that I spoke to insisted that the RMD is now considered "periodic" and was not previously, I did not suggest that form, even though I read the same thing on the IRS website. I am unable to track this "change" or when it happened, only that Fidelity insists their company training and the IRS want it handled via the W-4P.
‎November 3, 2023
4:07 PM