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February 7, 2025
Question

How can you tell if it is an RMD on the tax form?

  • February 7, 2025
  • 1 reply
  • 0 views
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    1 reply

    fanfare
    Employee
    February 7, 2025

    It's your job to know when you have reached your beginning date.

    The first funds out of your IRA or 401k must be applied to RMD until satisfied.

     

    @karen-gonsoulin