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posted Nov 23, 2024 12:15:44 PM

Form W4-R Applicability to IRA RMDs

The Instructions for IRS Form W4-P say:

"Note that the following payments are not eligible rollover distributions for purposes of these withholding rules:
............................................................................................................................
• Distributions required by federal law, such as required minimum distributions"

 

Any thoughts on use of W4-R for annual RMD withholding?

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