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March 23, 2023
Question

My husband turned 72 in 2022. He is taking his RMD by April 1, 2023. The amount of his RMD for 2022, does that go on 2022 taxes or 2023 taxes?

  • March 23, 2023
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1 reply

DMarkM1
March 23, 2023

It will be on the 2023 return.  The 2023 1099R will show all the distributions for the year and be included on the 2023 return.  

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