Can a distribution taken from my retirement count taken a few months before I turned 72 be considered the RMD even if not coded that way for the IRS?
I just found out that I should have taken a distribution before April1st of this year. I did take money out last April, then turned 72 in September 2022
01476
1 Best answer
MinhT1
Expert Alumni
Apr 6, 2023 10:40:53 AM
Yes.
If you reach age 72 in 2022, a distribution taken anytime in 2022 can count as your RMD.
Please read this IRS document for more information.
1 Replies
MinhT1
Expert Alumni
Apr 6, 2023 10:40:53 AM
Yes.
If you reach age 72 in 2022, a distribution taken anytime in 2022 can count as your RMD.
Please read this IRS document for more information.