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(72t) SEPP distributions RMD method

Can I change my SEPP distribution from an annual lump sum payment in 2023 to monthly payments in 2024? This would not change the total annual distribution amount or the calculation method.

1 Reply
Employee Tax Expert

(72t) SEPP distributions RMD method

Hi, @e2020donna , thanks for the question! But unfortunately, this does not sound like a tax question, but more a question for the financial institution that holds your SEPP. Sorry I couldn't be more help, but I would recommend contacting them. 

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