Internal Revenue Service United States Department of the Treasury
Level Basic Advanced Military International

Income — Retirement Income Workout

Other Retirement Income Issues

Case Study 3: Required Minimum Distributions

Myrna was 72 when she retired in 2018. She was required to begin taking minimum distributions from her traditional IRA by April 1 of the following year she turned 70½ even though she had not retired.

Myrna had to take a second required distribution by December 31 of the same year.

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Myrna.
Pub 4491, Retirement Income Lesson
Form 1099-R

Pub 4491, Retirement Income Lesson

Form 1099-R