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April 5, 2025
Question

Where can I find RMD information on the 1099-R?

  • April 5, 2025
  • 1 reply
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1 reply

AmyC
Employee
April 5, 2025

If the 1099-R is from a retirement plan, it automatically includes the RMD. If it is from an IRA, you get a form each year telling you the amount of RMD you should take. You can ask the issuer.

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