She is 70.5 years old, but the pension pays fixed monthly payments. The 1099-R lists amounts in box 1, 2a, 4 and 7. The distribution code in box 7 is "7".
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Yes, the RMD is irrelevant in your situation. Just say all goes toward your RMD and continue on with the program.
Yes, the RMD is irrelevant in your situation. Just say all goes toward your RMD and continue on with the program.
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