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beachkh
June 1, 2019
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Made my 1st RMD withdrawal for year 2017 in Mar 2018. My broker sent a 1099-R with 2017 and 2018 RMD combined. How do I show the distribution is for 2017 and 2018?

  • June 1, 2019
  • 1 reply
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I turned 70 April 2017. I took my required minimum distribution for 2017 before the required April 2018 date. I withdrew my required 2018 minimum distribution before the end of 2018. My broker sent me one form 1099-R with the total of the 2017 and 2018 distribution lumped together. How do I show the the distribution is for 2017 and 2018?


Best answer by Critter

That is not needed ... simply enter the 1099-R as printed and answer the RMD questions that follow.... what tax year they were for is immaterial.

1 reply

Critter
CritterAnswer
Employee
June 1, 2019

That is not needed ... simply enter the 1099-R as printed and answer the RMD questions that follow.... what tax year they were for is immaterial.

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