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gtricks50
January 23, 2025
Question

Is the RMD shown on any of the end-of-year documents/. If not, how can I find it.

  • January 23, 2025
  • 1 reply
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How canI find my RMD

    1 reply

    X
    xmasbaby0
    Employee
    January 23, 2025

    You receive a 1099R for the money taken out of a retirement account.   That form will not show how much of the amount was your RMD.   You can ask the financial institution how much your RMD was.   If it was for a pension, it was ALL for an RMD.    If it came from something else like a 401k or IRA, ask the financial institution.

    **Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
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