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New Member
posted Jan 24, 2023 8:29:56 AM

Should RMD's be reported under section did you receive any distributions from a retirement plan after 2019?

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1 Replies
Level 15
Jan 24, 2023 9:38:22 AM

Yes, except in the case where the RMD is from an inherited retirement account paid to you as a non-spouse beneficiary.

 

The need to enter distributions made after 2019 is an anti-abuse provision to prevent one from taking a distribution from a retirement account and turning it around as a new retirement contribution to be able to get a Retirement Savings Contributions Credit.