I took a larger distribution from an IRA to avoid withdrawing from an Annuity IRA. How do I answer if the distribution was all or part RMD?
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1 Best answer
DDollar
Expert Alumni
Jun 4, 2019 2:19:20 PM
If the amount you withdrew represented the combined RMD for both the IRA and the Annuity, and nothing more, then answer it was all RMD. It doesn't matter which IRA account you withdraw the money from to satisfy the RMD requirement.
1 Replies
DDollar
Expert Alumni
Jun 4, 2019 2:19:20 PM
If the amount you withdrew represented the combined RMD for both the IRA and the Annuity, and nothing more, then answer it was all RMD. It doesn't matter which IRA account you withdraw the money from to satisfy the RMD requirement.