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Turned 72 on December 31, 2022 chose to take RMD on March 30, 2023. Do I need to show this RMD on 2022 tax return?

 
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KrisD15
Expert Alumni

Turned 72 on December 31, 2022 chose to take RMD on March 30, 2023. Do I need to show this RMD on 2022 tax return?

Yes, since you turned 72 in 2022, you will need to report that RMD for 2022 and also make an RMD for 2023 (since you will turn 73 in 2023) 

 

 

 

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