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bcjobe4
New Member

I have Three IRA accounts and I withdrew the total required amount from just one. It shows on it's 1099-R form. Do I need to provide any additional forms.

 
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2 Replies
dmertz
Level 15

I have Three IRA accounts and I withdrew the total required amount from just one. It shows on it's 1099-R form. Do I need to provide any additional forms.

No.  Just enter the one Form 1099-R.

MaryK4
Expert Alumni

I have Three IRA accounts and I withdrew the total required amount from just one. It shows on it's 1099-R form. Do I need to provide any additional forms.

No, as long as you took the RMD, you do not need to enter anything regarding the accounts that you did not take distributions from.  

 

An IRA owner must calculate the RMD separately for each IRA that he or she owns, but can withdraw the total amount from one or more of the IRAs. 

 

 

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