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OK, thanks Peter. Since that inherited IRA was established in 2012 and I am paying tax on my first RMD on it, that should not be too bad to amend, though I will have to get my IRA 1099-r changed to reflect the non-tax portion. I did get an RMD in 2011 from another annuity that Dad wasn't due to get an RMD from until after his death, so it came straight to me. Looking back at it the 1099R has checked off both 2B which says that taxable amt not determined and that 2A should be blank, but they put the full amount as taxable in 2A so we paid the whole thing.

Wouldn't it be nice if we could trust everyone to do their job right!

with a slew of phone calls to make now on Monday
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