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Investing - Theory, News & General • Re: Distribution intended to be RMD but not "marked" as such

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All distributions (that aren't rolled over to another IRA or converted to a Roth) apply towards your RMD - there is no reason for the website to ask and it isn't reported any differently on your 1099.

There is nothing to 'mark'.

Indeed, with TIRA's, if one has more than one such account, the RMD amount can be calculated for each account, and then the total could be taken all from just one of the TIRA accounts (or any combination, etc.).
So the financial firm wouldn't know about that anyway.

RM

Statistics: Posted by ResearchMed — Thu Sep 26, 2024 7:22 pm



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