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March 20, 2025
Question

Is a regular RMD that is only the required amount, but not all considered "some of the distribution applied to Dec. 31" or "entire distribution applied to Dec.3"

  • March 20, 2025
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1 reply

March 20, 2025

You can select entire distribution (and use the same amount for the RMD), if you do not you may be prompted to pay the penalty for not taking the RMD.