I filed our Fed and CA returns last week and both have been accepted. I had to pay the IRS and the state of CA.
Both my checks have cleared my bank. My question is this: Both my wife and I have traditional IRA's. We both took out the appropriate minimum required funds per the RMD rules. However, in the section regarding income and the RMD's, I filled out mine properly, but when I filled out the RMD info for my wife's RMD I mistakenly checked the box that her RMD was mine. We did receive a 2022 Form 10-99R for both our IRA RMD's in our correct names, so I imagine the IRS will see the error I made. Would I need to file an amended return to make sure that the IRS is aware of this error of RMD ownership and that she is in compliance or am I overthinking this and need not worry about it? Since we filed as Married filing Jointly, and both RMD's were reported in the proper amounts our AGI will not be affected. Thanks in advance!
