You'll need to sign in or create an account to connect with an expert.
Yes, if you are required to take a minimum distribution (RMD) from an IRA brokerage account, then you will have to liquidate sufficient stock holdings to do so.
It is your age and the fact the account contains untaxed assets that generate the requirement to take a minimum distribution. The nature of the assets (appreciated stock) does not eliminate that requirement.
You could have your RMD satisfied by moving IRA stock "in-kind" to your regular Investment brokerage account.
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
jramir23
New Member
munoz124
Level 1
bethfly
New Member
dsmith48302
New Member
Macthecaptain
New Member
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.