Enter the total value of all of your traditional IRA, SEP, and SIMPLE IRA accounts on December 31, 2025. This information is sent by mail on Form 5498. in Retirement tax questions
If my annuity has a systematic monthly payment that at end of year exceeds the RMD requirement for the year, do I put a '0' in the 'RMD due by Dec. 31 2025' box? in Retirement tax questions