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?

jlh4455 · ‎April 6, 2023

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

MinhT1 · ‎April 6, 2023

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.

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MinhT1 · ‎April 6, 2023

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.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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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?