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March 1, 2025
Question

Why is my husband required to take a RMD of $3362 when it is myRMD and not his? How do I correct this?

  • March 1, 2025
  • 1 reply
  • 0 views
I took my RMD, but my husband is required to take the $3362 from his retirement account which he does not have. How can I correct this?

    1 reply

    SteamTrain
    Employee
    March 1, 2025

    Edit the offending 1099-R....and make absolutely sure it is marked as being your 1099-R and not his.

     

    ____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*