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April 11, 2023
Question

How do I know if RMD has been taken out of my fixed annuity account ( 1099-R ) and investment account ( 1099-DIV ) ?

  • April 11, 2023
  • 1 reply
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1 reply

AmyC
Employee
April 11, 2023

The fixed annuity account would be sure that your RMD is included. Your dividends are not part of a retirement plan so they are not included.

 

You can safely answer yes to RMD.

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