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Level 2
posted Mar 2, 2021 2:24:45 PM

I took a partial RMD last year and didn't roll the distribution back into my IRA, so am trying to figure what box to check.

I wasn't required because of the Cares Act.

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1 Replies
Level 15
Mar 2, 2021 2:27:13 PM

If you did not roll it back then it was not COVID related and it is irrelevant how you answer the RMD question.