To check to find out if any money was taken out for RMD: Check Your Statements: Look at your retirement account statements for any withdrawals labeled as RMDs. These statements should detail all transactions, including RMDs. Most financial institutions offer online access to your accounts. Log in to view your transaction history and look for any RMD withdrawals. Contact Your Institution: If you're unsure, call or email your financial institution. They can provide information on any RMDs that have been processed. RMDs are reported on Form 1099-R, which your broker or investment company should send you. Look for code 7 in Box 7, which indicates a normal distribution, including RMDs.

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Marybradley25

Question

how do i find out if any of my money was taken out for RMD

Forum|Forum|1 year ago
February 11, 2025
1 reply
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No text available

SabrinaD2

To check to find out if any money was taken out for RMD: Check Your Statements: Look at your retirement account statements for any withdrawals labeled as RMDs. These statements should detail all transactions, including RMDs.

Most financial institutions offer online access to your accounts. Log in to view your transaction history and look for any RMD withdrawals.
Contact Your Institution: If you're unsure, call or email your financial institution. They can provide information on any RMDs that have been processed.
RMDs are reported on Form 1099-R, which your broker or investment company should send you. Look for code 7 in Box 7, which indicates a normal distribution, including RMDs.