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April 11, 2024
Question

Which box do I check if I only receive my pension monthly? RMD

  • April 11, 2024
  • 1 reply
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1 reply

DawnC
Employee
April 11, 2024

Say the entire distribution is an RMD.  Your 1099-R issuer is required to follow RMD rules and regulations, so if you received a distribution, and you're at least 73 years young, you can be almost certain you received an RMD.

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