I have a few ***b retirement Ccounts. I want to take an aggregate RMD from one of the f...

GetHuman-drlouie's customer service issue with IRS from November 2018

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The issue in GetHuman-drlouie's own words
I have a few ***b retirement Ccounts. I want to take an aggregate RMD from one of the funds, a church ***b account. They are telling me they will give me RMD from their account but I must take the rest as a regular withdrawal and they will withhold **% tax, which I am afraid will not be an accurate RMDamount and I will wind up being penalized by the IRS. I want to take aggregate RMD and have no tax withheld because I do my own taxes and pay when filed. What is the IRS rule on withholding tax from RMD, on a church account counting RMD as regular withdrawal?
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Customer service issue
Reported by GetHuman-drlouie
Nov 29th, 2018 - 9 mons ago
I have an issue with IRS too
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GetHuman-drlouie started working on this issue
Nov 29th, 2018 4:58pm