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January 18, 2025
Question

started receiving retirement benefits + a 1 time amount that was 11 years late...now what must I do please ??

  • January 18, 2025
  • 1 reply
  • 0 views
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    1 reply

    JohnB5677
    January 20, 2025

    Please clarify your question.

     

    • Did you get an 11 year total distribution on a single 1099-R?
    • Were you required to take RMPs during that time?
    • Was this:
      • A retirement benefit plan from a business, or
      • Was this a self directed plan like an IRA or 401-K etc.?

     

     

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