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My tax form is saying an RMD was withdrawn early. None were. Why would this happen?

 
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2 Replies

My tax form is saying an RMD was withdrawn early. None were. Why would this happen?

Where does it say that?   What code is in box 7 on your 1099-R?

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

My tax form is saying an RMD was withdrawn early. None were. Why would this happen?

If it thinks you took an early distribution then check your date of birth under My Info.  And your spouse info.  Be sure to pick the right person when you enter the 1099R.

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