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Your 1099-R issuer is required to follow RMD rules and regulations, so if you received a distribution and you're at least 72 years young, you can be almost certain you received an RMD. If you know you received your RMD, you can answer the RMD question using the amount in Box 1 or any amount that is less than Box 1.
Check with your plan administrator if you're still not sure.
Is my RMD on my 1099-R? No, it is not, see link for more info.
After close to an hour on the phone with the rep, she did not have any answers to my question. I told her I had already looked on our 2023 TT forms and the answer was not there. I had already populated all the 1099R info needed into the 2024 TT, just needed to know what the REQUIRED minimum was or what the formula was to determine that. I could not get a hold of our financial advisor, that is the only reason I wanted someone from TT to help me with my question. She didn't help AT ALL and didn't know the answer or how to get the answer. I finally goggled what the formula was and got my answer the hard way. I don't feel I should have to pay to the TT adviser amount since she was of no help at all and I had to find out on my own.
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