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My Mutual fund company gave me an amount in addition to the RMD. Is this additional amount a qualified distribution ?

 
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Anita01
New Member

My Mutual fund company gave me an amount in addition to the RMD. Is this additional amount a qualified distribution ?

If it's just a regular distribution  of funds from the retirement plan, yes, it's a qualified distribution.  You can always take out more than the RMD.

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Anita01
New Member

My Mutual fund company gave me an amount in addition to the RMD. Is this additional amount a qualified distribution ?

If it's just a regular distribution  of funds from the retirement plan, yes, it's a qualified distribution.  You can always take out more than the RMD.

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