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June 3, 2019
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Required minimum distribution: taxes of 20% are withheld and my tax rate is under 10%. How do I get the difference?Thank you,Tom

  • June 3, 2019
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    When you enter your 1099-R for your RMD, you are claiming both the income and the taxes withheld.  We can't see your tax return in this forum, but keep in mind that the RMD may have pushed some of your income into a higher tax bracket.

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    Answer
    June 3, 2019

    When you enter your 1099-R for your RMD, you are claiming both the income and the taxes withheld.  We can't see your tax return in this forum, but keep in mind that the RMD may have pushed some of your income into a higher tax bracket.