403b withdrawal for housing allowance

When a Pastor who is over 73 and taking RMD’s from their 403b:

  1. does the withdrawal amount for housing allowance count towards their RMD even though it is not taxable?
  2. Since it is not taxable, do they still have to withdrawal the RMD amount over and above the non-taxable housing allowance?

Thank you.

Douglas



The housing allowance is applied to the RMD even though it is not taxable. The RMD is not a separate amount. For example, if the RMD is 30k and the housing allowance is 20k, 30k must be withdrawn but only 10k will be taxable.

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