A differeent topic: anyone is withdrawing funds from pension funds?

[progree]

9. I don't have an RMD requirement with Vanguard, thankfully,

But I did get a letter from Vanguard to download the form, fill it out, and snail mail it in. So I did so. (I plan a Roth conversion at Vanguard before year end, and that will involve paying taxes and tax withholding and all that, so now I'm getting nervous. Shoot I'd better get going on that soon as we're in December's 2nd trimester already, approaching December's midpoint).

I do have an RMD requirement with Fidelity on my inherited IRA account (RMD's are required on inherited IRAs no matter what age one is). They haven't said a freaking word about any of this. Now I'm really getting nervous. Fortunately I have the amount figured out (though want to do a little more work to decide whether to do a little more than the RMD to clean out one of the two accounts, and that involves forecasting my taxes enough to see what rate bracket I'll be in, sigh. Maybe do the RMD right away and later do any "extra" when I figured that out. The world won't end if I don't do the "extra" in time).

Then he had a suggestion: put $0.00 in the dollar field and that did it

Hopefully that was for your withheld tax amount, and not your RMD amount!