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Re: RMD Question

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Boris <Boris@invalid.invalid> wrote in
news:XnsB2DCD0FF8F0FCBorisinvalidinvalid@135.181.20.170: 

> My question is how does the IRS know if I'm taking the proper RMD?
> 
> I have a financial advisor (a fiduciary) that has given me my RMD
> amount for 2025.  This will be the first year I make an RMD
> withdrawal. 
> 
> How does the IRS know if the amount given to me by my advisor is the 
> correct amount?
> 
> Also, do I have to take the entire RMD amount all at once, or can I
> take multiple withdrawals?
> 
> Thanks.
> 

Thanks much to all that replied.

I contacted my CPA, who works with my financial advisor.  My CPA gave me
the exact RMD figures for both me and my wife.  He will send us the
proper forms to take our RMDs when we decide to do so, and we can direct
where to deposit the distributions.  Since our IRAs are held with
Schwab, I assume our CPA will forward our completed RMD forms to
Schwab. 

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RMD Question Boris <Boris@invalid.invalid> - 2025-05-12 11:18 -0400
  Re: RMD Question Rick <rick@nospam.com> - 2025-05-12 12:21 -0400
  Re: RMD Question "John Levine" <johnl@taugh.com> - 2025-05-12 12:35 -0400
    Re: RMD Question retired1 <retired@home.usa> - 2025-05-12 13:47 -0400
    Re: RMD Question "Adam H. Kerman" <ahk@chinet.com> - 2025-05-12 13:47 -0400
      Re: RMD Question "John Levine" <johnl@taugh.com> - 2025-05-12 14:16 -0400
  Re: RMD Question Marc Auslander <marcslists@gmail.com> - 2025-05-13 12:05 -0400
    Re: RMD Question Boris <Boris@invalid.invalid> - 2025-05-14 00:13 -0400
      Re: gifts, RMD Question "John Levine" <johnl@taugh.com> - 2025-05-14 16:41 -0400
        Re: gifts, RMD Question Boris <Boris@invalid.invalid> - 2025-05-15 10:06 -0400
        Re: gifts, RMD Question Rick <rick@nospam.com> - 2025-05-15 10:06 -0400
          Re: gifts, RMD Question "John Levine" <johnl@taugh.com> - 2025-05-15 11:36 -0400
            Re: gifts, RMD Question Rick <rick@nospam.com> - 2025-05-15 15:44 -0400
            Re: gifts, RMD Question Boris <Boris@invalid.invalid> - 2025-05-15 18:03 -0400
  Re: RMD Question Boris <Boris@invalid.invalid> - 2025-05-14 00:12 -0400

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