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New Member
posted Nov 8, 2019 6:22:08 PM

If i am required to take a required minimum distribution, how do i report that as income? is this done through my social sec #? this is a by death account

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1 Replies
Level 15
Nov 8, 2019 6:26:49 PM

At the end of the year the plan will send you a 1099R form to enter into your tax return.  It's pretty easy.  You can enter a 1099R into any version including the Free Edition.  If you need help entering it post back next year.