acook
Level 2
03-13-2021
09:34 AM
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On the 1099-R Worksheet just below line 17 the is a section that says RMD- If this is a RMD -entire gross is RMD (checkbox) or the amount of gross that's RMD.
My question is when would you use this? Most clients we have no idea if it's an RMD but assume investment advisors are on top of this.
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