- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Business & farm
Thank you for asking.
Here are some details on this issue: When I prepared my 2022 tax return in Feb. 2023, I found that I forgot to take 2022 RMD by the end of 2022, and the financial company hosting my IRA account also forgot to remind me before I requested a Roth conversion so that the 1099R of 2022 contained Roth conversion only. After I contacted the company, in March 2023 they did distribute $2000 missing 2022 RMD with a letter confirming this "Adjustment". Also they sent me a corrected version of 2022 1099R including the amount of missing 2022 RMD, and I filed my 2022 tax return based on this corrected 1099R in April 2023.
‎February 14, 2024
9:12 PM